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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $40,250 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $29,244 |
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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 | $2,286,405-100.0% | $2,286,405-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 10.5%-10.5pp | 37.6%-37.6pp |
| Annual return | 20.62% | 0.51%+20.1pp | 4.92%+15.7pp | 9.30%+11.3pp |
| Employer contribution / active EE | $38,000 | $61,097-37.8% | $39,114-2.8% | $43,748-13.1% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,596-100.0% |