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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 | $49,655-100.0% | $280,286-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 8.3%-8.3pp | 18.6%-18.6pp |
| Annual return | 10.54% | 9.77%+0.8pp | 9.71%+0.8pp | 9.77%+0.8pp |
| Employer contribution / active EE | $511 | $13,890-96.3% | $21,536-97.6% | $13,890-96.3% |
| Participant deferral / active EE | $0 | $102-100.0% | $42-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |