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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 FIRST CLEARING LLC · ST LOIUS, MO 63103 | Advisory (Plan) | $74,169 |
FIRST STATE TRUST COMPANY6+ years Service code 51 · EIN 13-3124172 DELAWARE CORPORATE CENTER II · WILMINGTON, DE 19803 | Investment Mgmt Fees | $16,367 |
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Actuarial | $15,260 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 170 NORTH RADNOR-CHESTER ROAD · RADNOR, PA 19087 | Accounting | $9,250 |
CAPITAL MANAGEMENT6+ years Filed as: THE CAPITAL MANAGEMENT CORPORATION Service code 51 · EIN 54-1048352 4101 COX ROAD · GLEN ALLEN, VA 23060 | Investment Mgmt Fees | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 11.55% | 9.55%+2.0pp | 9.52%+2.0pp | 9.29%+2.3pp |
| Employer contribution / active EE | $27,451 | $20,722+32.5% | $41,951-34.6% | $15,168+81.0% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |