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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $230,559 |
WELLS FARGO BANK, N.A.5+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $187,245 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $34,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $189,344-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 30.4%-30.4pp | 1.2%-1.2pp |
| Annual return | 15.89% | 53.27%-37.4pp | 11.02%+4.9pp | 53.27%-37.4pp |
| Employer contribution / active EE | $8,494 | $14,774-42.5% | $33,824-74.9% | $14,774-42.5% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $418-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,088-100.0% | $13,289-100.0% |