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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 12 · EIN 94-1347393 | Recordkeeping and information managem... | $87,104 |
OCTOBER THREE CONSULTING LLC5+ years Service code 11 · EIN 27-1175487 | Actuarial | $5,440 |
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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 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 16.89% | 13.54%+3.4pp | 13.48%+3.4pp | 16.32%+0.6pp |
| Employer contribution / active EE | $30,465 | $37,659-19.1% | $47,067-35.3% | $17,007+79.1% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |