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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Service code 21 · EIN 94-1347393 | Bank Trustee | $20,728 |
MERCER3 years Service code 11 · EIN 13-2934414 | Actuarial | $7,697 |
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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 | $95,044-100.0% | $433,529-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.9%-22.9pp | 8.4%-8.4pp |
| Annual return | 35.23% | 20.06%+15.2pp | 12.74%+22.5pp | 18.35%+16.9pp |
| Employer contribution / active EE | $3,659 | $7,560-51.6% | $33,332-89.0% | $14,669-75.1% |
| Participant deferral / active EE | $0 | $215-100.0% | $157-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $2,396-100.0% | $9,141-100.0% |