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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $485,897 |
BLACKROCK5+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 13-3806691 | Bank Trustee | $298,744 |
PRIME, BUCHHOLZ & ASSOCIATES5+ years Service code 21 · EIN 02-0426421 | Bank Trustee | $166,042 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 94-1347393 | Advisory (Participants) | $91,516 |
SANDERSON ASSET MANAGEMENT5+ years Service code 21 · EIN 13-4169008 | Bank Trustee | $32,377 |
WISS & COMPANY, LLP5+ years Service code 10 · EIN 22-1732349 | Accounting | $21,500 |
FIDUCIARY MANAGEMENT, INC.5+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 21 · EIN 39-1346018 | Bank Trustee | $19,247 |
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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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 19.09% | 15.61%+3.5pp | 20.73%-1.6pp | 53.27%-34.2pp |
| Employer contribution / active EE | $28,518 | $10,773+164.7% | $36,503-21.9% | $14,774+93.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |