Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES6+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES Service code 11 · EIN 91-1526584 | Actuarial | $62,508 |
STIFEL NICOLAUS & CO INC6+ years Filed as: STIFEL Service code 27 501 N BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $29,261 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 21 · EIN 99-1260988 | Bank Trustee | $15,193 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $82,186-100.0% | $38,981-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.6%-3.6pp |
| Annual return | 22.51% | 14.66%+7.9pp | 11.38%+11.1pp | 11.84%+10.7pp |
| Employer contribution / active EE | $8,650 | $10,832-20.1% | $18,467-53.2% | $17,339-50.1% |
| Participant deferral / active EE | $0 | $28-100.0% | $71-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $786-100.0% | $409-100.0% |