Filed January 24, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SHAW & COMPANY1 year Service code 11 · EIN 65-0355934 7700 N. KENDALL DR., SUITE 710 · MIAMI, FL 33156 | Actuarial | $69,768 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 19 · EIN 41-6257133 100 S. ASHLEY DR., 10TH FLOOR · TAMPA, FL 33602 | Securities Custodian | $23,877 |
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 | $337,865-100.0% | $346,182-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 56.9%-56.9pp | 52.1%-52.1pp | 47.3%-47.3pp |
| Annual return | 0.87% | 12.82%-11.9pp | 13.48%-12.6pp | 12.16%-11.3pp |
| Employer contribution / active EE | $0 | $49,622-100.0% | $47,067-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |