Filed April 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 45-4124285 | Actuarial | $17,408 |
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 94-1347393 | Bank Trustee | $16,049 |
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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 | $37,197-100.0% | $148,425-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 35.1%-35.1pp | 4.7%-4.7pp |
| Annual return | 8.24% | -0.69%+8.9pp | 38.14%-29.9pp | -0.69%+8.9pp |
| Employer contribution / active EE | $0 | $16,786-100.0% | $34,245-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $185-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,234-100.0% | $124-100.0% |