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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 23-2384840 2801 MARKET STREET · ST. LOUIS, MO 63103 | Advisory (Plan) | $42,232 |
WATKINS ROSS2+ years Filed as: WATKINS ROSS & CO Service code 11 · EIN 38-1477362 161 OTTAWA, SUITE 505 · GRAND RAPIDS, MI 49503 | Actuarial | $15,007 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST COMPANY D/B/A MATRIX TRUST Service code 21 · EIN 75-3182674 717 17TH STREET SUITE 130 · DENVER, CO 80202 | Bank Trustee | $6,326 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 6.68% | 4.69%+2.0pp | 5.44%+1.2pp | 4.56%+2.1pp |
| Employer contribution / active EE | $4,409 | $15,631-71.8% | $25,481-82.7% | $15,526-71.6% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |