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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $147,449 |
BUCK GLOBAL, LLC1+ years Service code 11 · EIN 13-3954297 | Actuarial | $68,637 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $40,644 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | 15.04% | 9.98%+5.1pp | 9.17%+5.9pp | 8.21%+6.8pp |
| Employer contribution / active EE | $0 | $11,917-100.0% | $40,523-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |