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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO INST RETIREMENT & TRUST Service code 15 · EIN 94-1347393 | Recordkeeping | $82,893 |
ACCURATE BENEFITS INC.4 years Service code 11 · EIN 36-4036349 | Actuarial | $0 |
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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 | $409,661-100.0% | $282,126-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 41.9%-41.9pp | 1.7%-1.7pp |
| Annual return | 8.89% | 10.83%-1.9pp | 1087.39%-1078.5pp | 627.08%-618.2pp |
| Employer contribution / active EE | $4,987 | $13,849-64.0% | $42,245-88.2% | $18,824-73.5% |
| Participant deferral / active EE | $0 | $418-100.0% | $120-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,639-100.0% | $1,923-100.0% |