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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO INST RETIREMENT & TRUST Service code 15 · EIN 94-1347393 | Recordkeeping | $83,002 |
ACCURATE BENEFITS INC.3 years Service code 11 · EIN 36-4036349 | Actuarial | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $179,713-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 31.2%-31.2pp | 2.8%-2.8pp |
| Annual return | 14.70% | 12.99%+1.7pp | 8.22%+6.5pp | 16.32%-1.6pp |
| Employer contribution / active EE | $3,170 | $9,929-68.1% | $46,636-93.2% | $17,007-81.4% |
| Participant deferral / active EE | $0 | $406-100.0% | $1,719-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,392-100.0% | $127-100.0% |