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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 94-2984230 | Bank Trustee | $72,500 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN SMITH WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $15,100 |
THOMPSON COBURN LLP1 year Filed as: THOMPSON COLBURN Service code 29 · EIN 43-0666662 | Legal | $6,391 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -7.40% | -3.49%-3.9pp | 4.36%-11.8pp | 0.19%-7.6pp |
| Employer contribution / active EE | $0 | $17,891-100.0% | $27,383-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |