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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $58,006 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $37,570 |
DOEREN MAYHEW4+ years Filed as: DOEREN MAYHEW TEXAS PLLC Service code 10 · EIN 36-4745545 | Accounting | $12,465 |
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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% | $463,922-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 14.6%-14.6pp |
| Annual return | -4.84% | -3.96%-0.9pp | 60.62%-65.5pp | 10.56%-15.4pp |
| Employer contribution / active EE | $25,235 | $14,274+76.8% | $61,657-59.1% | $13,643+85.0% |
| Participant deferral / active EE | $0 | $0 | $288-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $23-100.0% | $3,354-100.0% |