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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 25 · EIN 94-1347393 | Directed Trustee | $76,882 |
USI CONSULTING GROUP5+ years Service code 11 · EIN 06-1053228 | Actuarial | $72,820 |
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $35,772 |
BLUM SHAPIRO5+ years Filed as: BLUM SHAPIRO & COMPANY Service code 10 · EIN 06-1009205 | Accounting | $10,327 |
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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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | 1.62% | -14.68%+16.3pp | -2.84%+4.5pp | 259.17%-257.5pp |
| Employer contribution / active EE | $882,667 | $47,728+1749.4% | $33,329+2548.4% | $41,471+2028.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |