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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 15 · EIN 41-0449260 | Recordkeeping | $48,346 |
FINDLEY2 years Filed as: FINDLEY INC. Service code 11 · EIN 34-1213174 | Actuarial | $44,188 |
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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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 12.21% | 12.80%-0.6pp | 29.77%-17.6pp | 13.59%-1.4pp |
| Employer contribution / active EE | $6,113 | $11,862-48.5% | $33,607-81.8% | $14,592-58.1% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |