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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 FIRST CLEARING LLC · ST LOIUS, MO 63103 | Advisory (Plan) | $63,793 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Actuarial | $22,445 |
FIRST STATE TRUST COMPANY4+ years Service code 51 · EIN 13-3124172 DELAWARE CORPORATE CENTER II · WILMINGTON, DE 19803 | Investment Mgmt Fees | $14,977 |
ELKO & ASSOCIATES, LTD.3 years Filed as: ELKO & ASSOCIATES Service code 10 · EIN 23-3063393 521 PLYMOUTH RD. · PLYMOUTH MEETING, PA 19462 | Accounting | $9,000 |
CAPITAL MANAGEMENT4+ years Filed as: THE CAPITAL MANAGEMENT CORPORATION Service code 51 · EIN 54-1048352 4101 COX ROAD · GLEN ALLEN, VA 23060 | Investment Mgmt Fees | $3,951 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -8.42% | -1.56%-6.9pp | -2.18%-6.2pp | 10.56%-19.0pp |
| Employer contribution / active EE | $28,846 | $15,244+89.2% | $38,751-25.6% | $13,643+111.4% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |