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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 27 13625 CALIFORNIA ST., 1ST FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $74,113 |
CREATIVE BENEFIT STRATEGIES4+ years Filed as: CREATIVE BENEFIT STRATEGIES, INC. Service code 11 10155 BROADVIEW ROAD, SUITE 6 · BROADVIEW HEIGHTS, OH 44147 | Actuarial | $41,287 |
Filed as: KRAVITZ, LLC Service code 11 · EIN 82-3719843 | Actuarial | $18,788 |
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Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -7.43% | -2.51%-4.9pp | -102.04%+94.6pp | -0.69%-6.7pp |
| Employer contribution / active EE | $28,696 | $11,346+152.9% | $36,232-20.8% | $16,786+71.0% |
| Participant deferral / active EE | $0 | $324-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |