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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO INST RETIREMENT & TRUST Service code 15 · EIN 94-1347393 | Recordkeeping | $97,642 |
ACCURATE BENEFITS INC.5 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 | $82,186-100.0% | $439,512-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 26.8%-26.8pp | 3.6%-3.6pp |
| Annual return | 11.50% | 11.44%+0.1pp | 9.07%+2.4pp | 11.84%-0.3pp |
| Employer contribution / active EE | $9,294 | $10,841-14.3% | $46,116-79.8% | $17,339-46.4% |
| Participant deferral / active EE | $0 | $0 | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $147,323-100.0% | $409-100.0% |