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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 11 · EIN 33-0024795 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Actuarial | $20,275 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO, NA Service code 21 · EIN 94-2984230 707 WILSHIRE BLVD., 10TH FLOOR · LOS ANGELES, CA 90017 | Bank Trustee | $16,579 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 7.21% | 4.23%+3.0pp | 3.97%+3.2pp | 4.56%+2.6pp |
| Employer contribution / active EE | $498 | $16,147-96.9% | $28,168-98.2% | $15,526-96.8% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |