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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP3+ years Filed as: BRYAN,PENDLETON,SWATS & MCALLISTER Service code 11 · EIN 62-0853448 | Actuarial | $53,124 |
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $38,911 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $32,550 |
Filed as: KESTRA ADVISOR SERVICES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $11,250 |
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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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 9.60% | 11.14%-1.5pp | 16.78%-7.2pp | 10.41%-0.8pp |
| Employer contribution / active EE | $51,271 | $14,043+265.1% | $26,328+94.7% | $14,691+249.0% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |