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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP1+ years Filed as: BRYAN,PENDLETON,SWATS & MCALLISTER Service code 11 · EIN 62-0853448 | Actuarial | $68,360 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $55,602 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $18,750 |
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Annual investment return 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 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 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | -5.17% | -1.73%-3.4pp | -3.43%-1.7pp | -7.14%+2.0pp |
| Employer contribution / active EE | $27,321 | $18,310+49.2% | $25,607+6.7% | $14,613+87.0% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |