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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $366,577 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 15 30 DAN ROAD · CANTON, MA 02021 | Recordkeeping | $46,817 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $25,073 |
STOEL RIVES LLP3+ years Service code 29 · EIN 93-0408771 | Legal | $7,889 |
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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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 14.05% | 35.86%-21.8pp | 10.53%+3.5pp | 17.84%-3.8pp |
| Employer contribution / active EE | $7,760 | $23,588-67.1% | $29,360-73.6% | $14,688-47.2% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |