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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $57,809 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $21,980 |
DOEREN MAYHEW5+ years Filed as: DOEREN MAYHEW TEXAS PLLC Service code 10 · EIN 36-4745545 | Accounting | $12,500 |
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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 | $317,036-100.0% | $671,907-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.0%-15.0pp | 13.0%-13.0pp |
| Annual return | 17.35% | 16.71%+0.6pp | 10.76%+6.6pp | 13.59%+3.8pp |
| Employer contribution / active EE | $43,837 | $24,701+77.5% | $68,795-36.3% | $14,592+200.4% |
| Participant deferral / active EE | $0 | $0 | $229-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $6,717-100.0% | $29,657-100.0% |