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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 25 · EIN 75-0403318 | Directed Trustee | $85,215 |
RETIREMENT HORIZONS INC.1+ years Service code 11 · EIN 76-0551734 | Actuarial | $28,292 |
HAM, LANGSTON & BREZINA, LLP1+ years Filed as: HAM, LANGSTON & BREZINA, L.L.P. Service code 10 · EIN 76-0448495 | Accounting | $10,077 |
GARY A NAGLER PLLC1+ years Filed as: GARY A. NAGLER & ASSOCIATES PLLC Service code 29 · EIN 76-0622745 | Legal | $8,383 |
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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 | $31,920-100.0% | $96,302-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 8.8%-8.8pp | 15.7%-15.7pp |
| Annual return | -0.42% | -2.03%+1.6pp | -2.90%+2.5pp | -7.14%+6.7pp |
| Employer contribution / active EE | $17,647 | $10,249+72.2% | $27,990-37.0% | $14,613+20.8% |
| Participant deferral / active EE | $0 | $47-100.0% | $137-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $519-100.0% | $1,191-100.0% |