| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $108,700 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 94-1347393 | Securities Custodian | $22,361 |
BERNSTEIN2 years Filed as: BERNSTEIN PRIVATE WEALTH MANAGEMENT Service code 27 · EIN 13-4064930 | Advisory (Plan) | $8,882 |
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 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 13.98% | 13.54%+0.4pp | 13.48%+0.5pp | 16.32%-2.3pp |
| Employer contribution / active EE | $53,183 | $37,659+41.2% | $47,067+13.0% | $17,007+212.7% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |