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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $65,028 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $59,546 |
CLARK NUBER2+ years Service code 10 · EIN 91-1194016 | Accounting | $11,452 |
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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 | $29,595-100.0% | $260,109-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 4.0%-4.0pp | 43.2%-43.2pp | 11.3%-11.3pp |
| Annual return | 10.02% | 14.65%-4.6pp | 8.93%+1.1pp | 10.41%-0.4pp |
| Employer contribution / active EE | $6,390 | $18,218-64.9% | $43,470-85.3% | $14,691-56.5% |
| Participant deferral / active EE | $0 | $64-100.0% | $223-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,327-100.0% | $1,225-100.0% | $2,646-100.0% |