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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 | Actuarial | $27,630 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $14,931 |
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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 | $52,729-100.0% | $500,101-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 21.3%-21.3pp | 12.6%-12.6pp |
| Annual return | 12.22% | 4.56%+7.7pp | 2.08%+10.1pp | 4.56%+7.7pp |
| Employer contribution / active EE | $21,250 | $15,526+36.9% | $47,324-55.1% | $15,526+36.9% |
| Participant deferral / active EE | $0 | $97-100.0% | $78-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $1,916-100.0% | $1,711-100.0% |