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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $322,172 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 41-6370378 | Trustee (bank, trust company, or simi... | $150,438 |
Service code 10 · EIN 13-4008324 | Accounting | $20,171 |
THE WATERFORD GROUP LLC4 years Filed as: WATERFORD BANK NA Service code 18 · EIN 11-3809585 | Direct payment from the plan; Custodi... | $5,980 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 16.86% | 221.56%-204.7pp | 29.77%-12.9pp | 53.27%-36.4pp |
| Employer contribution / active EE | $3,405 | $12,096-71.9% | $33,607-89.9% | $14,774-77.0% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |