Filed December 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Service code 28 · EIN 94-1347393 | Investment Management | $20,348 |
PKF O'CONNOR DAVIES, LLP4+ 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 | $312,618-100.0% | $312,618-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 31.8%-31.8pp | 43.1%-43.1pp |
| Annual return | 9.86% | 9.70%+0.2pp | 10.03%-0.2pp | 259.19%-249.3pp |
| Employer contribution / active EE | $0 | $45,469-100.0% | $38,789-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $74-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,182-100.0% | $4,182-100.0% | $21,502-100.0% |