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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $650,291 |
Filed as: SMITH GAMBRELL & RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $60,925 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 27 · EIN 91-0675641 | Advisory (Plan) | $25,197 |
WINDHAM BRANNON6+ years Service code 10 · EIN 58-1763439 | Accounting | $16,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $108,291-100.0% | $77,557-100.0% | $158,988-100.0% |
| Participation rate | 0.0% | 64.4%-64.4pp | 54.2%-54.2pp | 82.0%-82.0pp |
| Annual return | -92.56% | 31.69%-124.3pp | 54.83%-147.4pp | 303.00%-395.6pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $3,710-100.0% | $2,860-100.0% | $11,252-100.0% |