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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $36,299 |
INDEPENDENT ACTUARIES, INC.1+ years Service code 11 · EIN 93-1132106 | Actuarial | $35,893 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6370378 | Bank Trustee | $28,393 |
OGLETREE DEAKINS1+ years Filed as: OGLETREE,DEAKINS,NASH,SMOAK&STEWART Service code 29 222 SW COLUMBIA STREET, SUITE 1500 · PORTLAND, OR 97201 | Legal | $7,839 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,327-100.0% | $313,292-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.7%-35.7pp | 15.7%-15.7pp |
| Annual return | -2.62% | -2.27%-0.4pp | -2.79%+0.2pp | -7.14%+4.5pp |
| Employer contribution / active EE | $48,000 | $13,002+269.2% | $39,327+22.1% | $14,613+228.5% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,121-100.0% | $15,115-100.0% | $1,191-100.0% |