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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 28 · EIN 34-1542819 | Investment Management | $26,195 |
Service code 29 · EIN 94-2562134 | Legal | $13,500 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $10,400 |
UNITED ADMINISTRATIVE SERVICES1+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $9,043 |
JOHN K. WARE & ASSOCIATES, INC.1+ years Service code 11 · EIN 94-3129945 | Actuarial | $8,083 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $120,305-100.0% | $115,244-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 43.8%-43.8pp | 33.3%-33.3pp | 48.7%-48.7pp |
| Annual return | 1.57% | -1.96%+3.5pp | -1.61%+3.2pp | -2.16%+3.7pp |
| Employer contribution / active EE | $9,205 | $37,094-75.2% | $30,840-70.2% | $42,949-78.6% |
| Participant deferral / active EE | $0 | $45-100.0% | $41-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,890-100.0% | $3,433-100.0% | $12,572-100.0% |