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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $171,681 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $132,645 |
BDO USA, LLP1+ years Filed as: BDO, USA, LLP Service code 10 · EIN 13-5381590 | Accounting | $11,750 |
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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 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | 27.23% | -1.56%+28.8pp | -3.43%+30.7pp | 2.81%+24.4pp |
| Employer contribution / active EE | $2,617 | $14,048-81.4% | $25,607-89.8% | $16,358-84.0% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |