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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 FIRST CLEARING LLC · ST LOIUS, MO 63103 | Advisory (Plan) | $48,244 |
FIRST STATE TRUST COMPANY2+ years Service code 51 · EIN 13-3124172 DELAWARE CORPORATE CENTER II · WILMINGTON, DE 19803 | Investment Mgmt Fees | $18,897 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Actuarial | $12,035 |
ELKO & ASSOCIATES, LTD.1 year Filed as: ELKO & ASSOCIATES Service code 10 · EIN 23-3063393 521 PLYMOUTH RD. · PLYMOUTH MEETING, PA 19462 | Accounting | $9,000 |
CAPITAL MANAGEMENT2+ years Filed as: THE CAPITAL MANAGEMENT CORPORATION Service code 51 · EIN 54-1048352 4101 COX ROAD · GLEN ALLEN, VA 23060 | Investment Mgmt Fees | $3,316 |
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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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 5.80% | 5.68%+0.1pp | 4.74%+1.1pp | 4.56%+1.2pp |
| Employer contribution / active EE | $0 | $16,243-100.0% | $36,089-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $24,269 | $115+21027.8% | $59+41293.0% | $97+25040.4% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |