Filed December 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP2+ years Service code 10 · EIN 27-1728945 | Accounting | $16,600 |
WELLS FARGO BANK, N.A.1 year Service code 28 · EIN 94-1347393 | Investment Management | $14,597 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,125-100.0% | $261,924-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 14.6%-14.6pp |
| Annual return | -8.06% | -3.32%-4.7pp | -2.99%-5.1pp | 10.56%-18.6pp |
| Employer contribution / active EE | $3,910 | $15,411-74.6% | $41,623-90.6% | $13,643-71.3% |
| Participant deferral / active EE | $0 | $512-100.0% | $35-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $38,841-100.0% | $3,354-100.0% |