Filed December 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 94-1347393 | Bank Trustee | $472,885 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $297,000 |
PKF O'CONNOR DAVIES, LLP4+ years Service code 10 · EIN 27-1728945 | Accounting | $24,700 |
ARNOLD & PORTER4+ years Service code 29 · EIN 53-0208605 | Legal | $9,422 |
CENVEO1 year Filed as: CENVEO SAN ANTONIO Service code 36 · EIN 83-1681581 | Copying and duplicating; Participant ... | $5,354 |
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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 | $2,822,362-100.0% | $312,618-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.6%-0.6pp |
| Annual return | 11.41% | 15.98%-4.6pp | 10.03%+1.4pp | 11.45%0pp |
| Employer contribution / active EE | $28,983 | $21,248+36.4% | $38,789-25.3% | $17,219+68.3% |
| Participant deferral / active EE | $0 | $283-100.0% | $74-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,182-100.0% | $15,480-100.0% |