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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $135,681 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $39,074 |
YOUNT, HYDE & BARBOUR, P.C.7 years Service code 10 · EIN 54-1149263 | Accounting | $25,000 |
MATRIX TRUST COMPANY9 years Service code 25 · EIN 75-3182674 | Directed Trustee | $14,799 |
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Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $280,286-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 9.3%-9.3pp | 9.1%-9.1pp | 9.3%-9.3pp |
| Annual return | 10.54% | 9.76%+0.8pp | 4.11%+6.4pp | 9.76%+0.8pp |
| Employer contribution / active EE | $511 | $12,965-96.1% | $20,922-97.6% | $12,965-96.1% |
| Participant deferral / active EE | $0 | $143-100.0% | $0 | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |