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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO, NA Service code 21 · EIN 94-2984230 707 WILSHIRE BLVD., 10TH FLOOR · LOS ANGELES, CA 90017 | Bank Trustee | $18,039 |
ACTUARIAL BENEFITS CORP4+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 11 · EIN 33-0024795 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Actuarial | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $160,548-100.0% | $145,218-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 23.9%-23.9pp | 20.5%-20.5pp | 46.4%-46.4pp |
| Annual return | -0.81% | -0.62%-0.2pp | -0.67%-0.1pp | -82.67%+81.9pp |
| Employer contribution / active EE | $180,683 | $37,810+377.9% | $31,731+469.4% | $43,771+312.8% |
| Participant deferral / active EE | $0 | $456-100.0% | $473-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $36,086-100.0% | $28,383-100.0% | $11,204-100.0% |