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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 FIRST CLEARING LLC · ST LOIUS, MO 63103 | Advisory (Plan) | $86,899 |
FIRST STATE TRUST COMPANY8+ years Service code 51 · EIN 13-3124172 DELAWARE CORPORATE CENTER II · WILMINGTON, DE 19803 | Investment Mgmt Fees | $19,094 |
DORSEY & WHITNEY LLP1 year Filed as: DORSEY & WHITNEY LLC Service code 29 51 WEST 52ND STREET · NEW YORK, NY 100196119 | Legal | $16,420 |
WIPFLI LLP3 years Service code 10 · EIN 39-0758449 170 NORTH RADNOR-CHESTER ROAD · RADNOR, PA 19087 | Accounting | $10,000 |
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Actuarial | $9,555 |
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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 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -15.80% | -12.85%-2.9pp | -3.21%-12.6pp | -5.25%-10.5pp |
| Employer contribution / active EE | $24,446 | $16,520+48.0% | $46,051-46.9% | $15,161+61.2% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |