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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 FIRST CLEARING LLC · ST LOIUS, MO 63103 | Advisory (Plan) | $48,686 |
FIRST STATE TRUST COMPANY1+ years Service code 51 · EIN 13-3124172 DELAWARE CORPORATE CENTER II · WILMINGTON, DE 19803 | Investment Mgmt Fees | $19,006 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Actuarial | $11,565 |
ELKO & ASSOCIATES, LTD.1+ years Filed as: ELKO & ASSOCIATES LTD. Service code 10 · EIN 23-3063393 521 PLYMOUTH RD. · PLYMOUTH MEETING, PA 19462 | Accounting | $8,750 |
CAPITAL MANAGEMENT1+ years Filed as: THE CAPITAL MANAGEMENT CORPORATION Service code 51 · EIN 54-1048352 4101 COX ROAD · GLEN ALLEN, VA 23060 | Investment Mgmt Fees | $6,990 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | -4.26% | -0.83%-3.4pp | -0.81%-3.5pp | -7.14%+2.9pp |
| Employer contribution / active EE | $23,214 | $16,035+44.8% | $38,425-39.6% | $14,613+58.9% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |