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| Provider | Service type | Compensation |
|---|---|---|
FAYEZ SAROFIM & CO4+ years Filed as: FAYEZ SAROFIM Service code 28 · EIN 74-1312679 | Investment Management | $150,365 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 88-0047695 | Bank Trustee | $30,349 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $26,942 |
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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 | $105,125-100.0% | $157,995-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 14.6%-14.6pp | 41.3%-41.3pp | 14.6%-14.6pp |
| Annual return | -4.72% | 1298.66%-1303.4pp | 83.75%-88.5pp | 10.56%-15.3pp |
| Employer contribution / active EE | $17,473 | $13,000+34.4% | $41,592-58.0% | $13,643+28.1% |
| Participant deferral / active EE | $0 | $63-100.0% | $77-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $678-100.0% | $3,354-100.0% |