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| Provider | Service type | Compensation |
|---|---|---|
THE SAVITZ ORGANIZATION1+ years Service code 11 · EIN 23-1700844 | Actuarial | $218,145 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $63,205 |
CAP FINANCIAL PARTNERS, LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,833 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $17,955 |
RVK, INC.1+ years Filed as: R V KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $6,753 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -0.04% | -1.23%+1.2pp | -3.43%+3.4pp | 1.67%-1.7pp |
| Employer contribution / active EE | $3,413 | $11,541-70.4% | $25,607-86.7% | $10,506-67.5% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |