Filed December 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 94-1347393 | Bank Trustee | $509,837 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $306,600 |
PKF O'CONNOR DAVIES, LLP5+ years Service code 10 · EIN 27-1728945 | Accounting | $25,600 |
ARNOLD & PORTER5+ years Service code 29 · EIN 53-0208605 | Legal | $9,007 |
CENVEO2 years Filed as: CENVEO SAN ANTONIO Service code 36 · EIN 83-1681581 | Participant communication; Copying an... | $5,606 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $397,815-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 0.7%-0.7pp |
| Annual return | 8.07% | 14.25%-6.2pp | 9.74%-1.7pp | 13.24%-5.2pp |
| Employer contribution / active EE | $0 | $6,860-100.0% | $39,474-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $197-100.0% | $135-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $10,161-100.0% | $4,137-100.0% |