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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $25,369 |
BUTLER & STOWE1 year Service code 10 · EIN 56-0625018 | Accounting | $6,720 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 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 | $198,586-100.0% | $1,964,387-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 14.3%-14.3pp | 13.5%-13.5pp |
| Annual return | 2.94% | 9.29%-6.3pp | 21681.50%-21678.6pp | 9.29%-6.3pp |
| Employer contribution / active EE | $38,571 | $15,168+154.3% | $87,430-55.9% | $15,168+154.3% |
| Participant deferral / active EE | $0 | $67-100.0% | $70-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $3,693-100.0% | $2,037-100.0% |