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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WACHOVIA SECURITIES/WELLS FARGO ADV Service code 16 · EIN 23-2384840 | Consulting | $247,395 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 11 · EIN 13-4008324 | Actuarial | $47,988 |
RELIANCE TRUST COMPANY2+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $24,059 |
GRAY ROBINSON1 year Service code 29 · EIN 59-1300132 | Legal | $22,234 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN PLLC Service code 10 · EIN 56-0747981 | Accounting | $15,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 6.96% | 4.38%+2.6pp | 4.72%+2.2pp | 7.18%-0.2pp |
| Employer contribution / active EE | $6,406 | $13,406-52.2% | $30,821-79.2% | $13,095-51.1% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |