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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $48,346 |
WELLS FARGO BANK, N.A.2+ years Filed as: WACHOVIA SECURITIES Service code 28 · EIN 52-1652601 | Investment Management | $44,629 |
THOMAS & THOMAS, LLP2+ years Service code 10 · EIN 71-0271741 | Accounting | $6,550 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 4.80% | 45.66%-40.9pp | 5.00%-0.2pp | 11.88%-7.1pp |
| Employer contribution / active EE | $0 | $9,637-100.0% | $35,918-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |