Filed December 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 94-1347393 | Bank Trustee | $462,265 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $297,000 |
ARNOLD & PORTER3+ years Service code 29 · EIN 53-0208605 | Legal | $25,150 |
PKF O'CONNOR DAVIES, LLP3+ years Service code 10 · EIN 27-1728945 | Accounting | $24,700 |
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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 | $3,370,408-100.0% | $248,520-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 1.2%-1.2pp |
| Annual return | 18.34% | 19.51%-1.2pp | 239.57%-221.2pp | 53.27%-34.9pp |
| Employer contribution / active EE | $23,471 | $15,992+46.8% | $43,837-46.5% | $14,774+58.9% |
| Participant deferral / active EE | $0 | $77-100.0% | $575-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $36,083-100.0% | $13,289-100.0% |