Filed December 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 28 · EIN 94-1347393 | Investment Management | $19,385 |
PKF O'CONNOR DAVIES, LLP3+ years Service code 10 · EIN 27-1728945 | Accounting | $17,100 |
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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 | $317,036-100.0% | $248,520-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 13.0%-13.0pp |
| Annual return | 17.12% | 13.77%+3.3pp | 239.57%-222.4pp | 13.59%+3.5pp |
| Employer contribution / active EE | $7,217 | $20,011-63.9% | $43,837-83.5% | $14,592-50.5% |
| Participant deferral / active EE | $0 | $165-100.0% | $575-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $36,083-100.0% | $29,657-100.0% |