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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 25 · EIN 74-6228831 | Directed Trustee | $27,258 |
RETIREMENT HORIZONS INC.1+ years Filed as: RETIREMENT HORIZONS INCORPORATED Service code 11 · EIN 76-0551734 | Actuarial | $19,563 |
PKF O'CONNOR DAVIES, LLP1+ years Filed as: PARNELL KERR FORRESTER TEXAS Service code 10 · EIN 76-0356844 | Accounting | $16,590 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,476-100.0% | $226,711-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 48.3%-48.3pp | 15.7%-15.7pp |
| Annual return | -1.85% | -2.25%+0.4pp | -1.71%-0.1pp | -7.14%+5.3pp |
| Employer contribution / active EE | $1,193 | $9,687-87.7% | $45,357-97.4% | $14,613-91.8% |
| Participant deferral / active EE | $0 | $67-100.0% | $175-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $7,161-100.0% | $1,191-100.0% |