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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 28 · EIN 34-1542819 | Investment Management | $24,983 |
JOHN K. WARE & ASSOCIATES, INC.2+ years Service code 11 · EIN 94-3129945 | Actuarial | $14,063 |
Service code 29 · EIN 94-2562134 | Legal | $10,800 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $10,700 |
UNITED ADMINISTRATIVE SERVICES2+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $9,043 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $223,143-100.0% | $209,859-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 54.7%-54.7pp | 42.7%-42.7pp | 45.6%-45.6pp |
| Annual return | 6.64% | 4.44%+2.2pp | 4.16%+2.5pp | 4.16%+2.5pp |
| Employer contribution / active EE | $8,888 | $38,002-76.6% | $29,966-70.3% | $42,918-79.3% |
| Participant deferral / active EE | $0 | $147-100.0% | $145-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,395-100.0% | $13,952-100.0% | $21,465-100.0% |