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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 FIRST CLEARING LLC · ST LOIUS, MO 63103 | Advisory (Plan) | $59,268 |
FIRST STATE TRUST COMPANY3+ years Service code 51 · EIN 13-3124172 DELAWARE CORPORATE CENTER II · WILMINGTON, DE 19803 | Investment Mgmt Fees | $18,939 |
ELKO & ASSOCIATES, LTD.2 years Filed as: ELKO & ASSOCIATES Service code 10 · EIN 23-3063393 521 PLYMOUTH RD. · PLYMOUTH MEETING, PA 19462 | Accounting | $9,000 |
CAPITAL MANAGEMENT3+ years Filed as: THE CAPITAL MANAGEMENT CORPORATION Service code 51 · EIN 54-1048352 4101 COX ROAD · GLEN ALLEN, VA 23060 | Investment Mgmt Fees | $4,237 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Actuarial | $0 |
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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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 11.70% | 11.16%+0.5pp | 10.36%+1.3pp | 10.41%+1.3pp |
| Employer contribution / active EE | $24,074 | $16,610+44.9% | $37,738-36.2% | $14,691+63.9% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |