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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 2801 MARKET STREET · ST. LOUIS, MO 63103 | Advisory (Plan) | $40,696 |
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 | Actuarial | $15,750 |
MATRIX TRUST COMPANY2 years Service code 21 717 17TH STREET · DENVER, CO 80202 | Bank Trustee | $4,418 |
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Annual investment return 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 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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -8.22% | -2.83%-5.4pp | 12.68%-20.9pp | 10.56%-18.8pp |
| Employer contribution / active EE | $15,299 | $11,770+30.0% | $22,860-33.1% | $13,643+12.1% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |