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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $287,518 |
STOEL RIVES LLP2+ years Service code 29 · EIN 93-0408771 | Legal | $51,442 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 15 30 DAN ROAD · CANTON, MA 02021 | Recordkeeping | $29,253 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $15,015 |
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Annual investment return 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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 1.74% | 28.71%-27.0pp | 7.98%-6.2pp | 9.19%-7.5pp |
| Employer contribution / active EE | $6,691 | $15,250-56.1% | $23,724-71.8% | $12,608-46.9% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |