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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $134,391 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 17 4208 SIX FORKS ROAD, 1700 · RALEIGH, NC 27609 | Pension Consulting | $61,994 |
THE SEGAL COMPANY2 years Filed as: SEGAL Service code 17 · EIN 13-1835864 | Pension Consulting | $40,600 |
FISCHER DORWART, P.C.7+ years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $11,850 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 6.07% | 8.91%-2.8pp | 7.32%-1.3pp | 11.84%-5.8pp |
| Employer contribution / active EE | $0 | $8,713-100.0% | $23,426-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |