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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $41,388 |
DELOITTE & TOUCHE LLP2+ years Filed as: BRYAN,PENDLETON,SWATS & MCALLISTER Service code 11 · EIN 62-0853448 | Actuarial | $19,211 |
Filed as: KESTRA ADVISOR SERVICES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $11,250 |
Filed as: CLARK SCHAFFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $8,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor 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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 2.45% | 4.69%-2.2pp | 5.44%-3.0pp | 4.56%-2.1pp |
| Employer contribution / active EE | $51,768 | $15,631+231.2% | $25,481+103.2% | $15,526+233.4% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |