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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN CHASE BANK Service code 16 270 PARK AVENUE · NEW YORK, NY 10017 | Consulting | $34,504 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 1100 CORPORATE CENTER DR · RALEIGH, NC 27607 | Bank Trustee | $20,071 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 28 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $18,655 |
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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 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | 4.08% | 3.99%+0.1pp | 4.36%-0.3pp | 10.56%-6.5pp |
| Employer contribution / active EE | $7,469 | $11,621-35.7% | $27,383-72.7% | $13,643-45.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |