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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 25 · EIN 74-6228831 | Directed Trustee | $24,753 |
RETIREMENT HORIZONS INC.3+ years Filed as: RETIREMENT HORIZONS INCORPORATED Service code 11 · EIN 76-0551734 | Actuarial | $23,857 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PANNELL KERR FORSTER TEXAS Service code 10 · EIN 76-0356844 | Accounting | $17,548 |
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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 | $29,595-100.0% | $260,109-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 4.0%-4.0pp | 43.2%-43.2pp | 11.3%-11.3pp |
| Annual return | 8.77% | 14.65%-5.9pp | 8.93%-0.2pp | 10.41%-1.6pp |
| Employer contribution / active EE | $4,799 | $18,218-73.7% | $43,470-89.0% | $14,691-67.3% |
| Participant deferral / active EE | $0 | $64-100.0% | $223-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,327-100.0% | $1,225-100.0% | $2,646-100.0% |