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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $167,160 |
BOLTON PARTNERS, INC.2+ years Service code 11 · EIN 52-1231144 | Actuarial | $48,302 |
Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $23,960 |
WILLIAM L MAINELLA CPA & CO, LLC1+ years Service code 10 · EIN 81-3328331 | Accounting | $17,784 |
HARBOR2+ years Filed as: HARBOR FUNDS Service code 28 111 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $6,553 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN ASSET MGMT LLC Service code 28 | Investment Management | $4,878 |
DELAWARE INVESTMENTS2+ years Service code 28 | Investment Management | $4,047 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUNDS Service code 28 | Investment Management | $2,635 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 4.85% | 16.85%-12.0pp | 5.44%-0.6pp | 11.88%-7.0pp |
| Employer contribution / active EE | $0 | $10,313-100.0% | $25,481-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |