Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 11 · EIN 33-0024795 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Actuarial | $22,625 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO, NA Service code 21 · EIN 94-2984230 707 WILSHIRE BLVD., 10TH FLOOR · LOS ANGELES, CA 90017 | Bank Trustee | $17,468 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 13.07% | 11.00%+2.1pp | 9.39%+3.7pp | 10.41%+2.7pp |
| Employer contribution / active EE | $1,155 | $16,132-92.8% | $33,466-96.5% | $14,691-92.1% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |