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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WACHOVIA SECURITIES/WELLS FARGO ADV Service code 16 · EIN 23-2384840 | Consulting | $228,298 |
PRICEWATERHOUSECOOPERS LLP3+ years Service code 11 · EIN 13-4008324 | Actuarial | $100,480 |
GRAY ROBINSON2 years Service code 29 · EIN 59-1300132 | Legal | $59,383 |
CBC RETIREMENT PARTNERS1 year Filed as: CBC Service code 11 · EIN 47-4183432 | Actuarial | $57,413 |
RELIANCE TRUST COMPANY3+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $25,059 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $15,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 13.29% | 11.16%+2.1pp | 14.20%-0.9pp | 23.90%-10.6pp |
| Employer contribution / active EE | $6,929 | $17,064-59.4% | $27,968-75.2% | $16,539-58.1% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |