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| Provider | Service type | Compensation |
|---|---|---|
NICOLAY CONSULTING GROUP1+ years Service code 11 · EIN 94-3158398 | Actuarial | $106,042 |
WELLS FARGO BANK, N.A.1+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $80,989 |
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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 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 8.61% | 4.82%+3.8pp | 3.97%+4.6pp | 7.18%+1.4pp |
| Employer contribution / active EE | $7,009 | $12,725-44.9% | $28,168-75.1% | $13,095-46.5% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |