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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 25 · EIN 74-6228831 | Directed Trustee | $24,530 |
RETIREMENT HORIZONS INC.6+ years Filed as: RETIREMENT HORIZONS INCORPORATED Service code 11 · EIN 76-0551734 | Actuarial | $15,150 |
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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 | $198,586-100.0% | $282,126-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 13.5%-13.5pp |
| Annual return | 12.63% | 8.09%+4.5pp | 1087.39%-1074.8pp | 9.29%+3.3pp |
| Employer contribution / active EE | $7,405 | $22,299-66.8% | $42,245-82.5% | $15,168-51.2% |
| Participant deferral / active EE | $0 | $820-100.0% | $120-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,639-100.0% | $2,037-100.0% |