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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $734,094 |
Filed as: CONDUENT HR CONSULTING L Service code 11 · EIN 13-3954297 | Actuarial | $25,313 |
Filed as: TORRILLO & ASSOCIATES Service code 10 · EIN 83-0414789 | Accounting | $17,357 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 25 · EIN 94-1347393 | Directed Trustee | $12,714 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 9.70% | 26.60%-16.9pp | 10.16%-0.5pp | 17.84%-8.1pp |
| Employer contribution / active EE | $11,676 | $7,232+61.5% | $33,192-64.8% | $14,688-20.5% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |