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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC3+ years Service code 13 · EIN 11-2424843 | Contract Administrator | $68,463 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $47,349 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $45,000 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $37,508 |
CONGRESS ASSET MANAGEMENT3+ years Service code 28 · EIN 04-2848965 | Investment Management | $33,147 |
COLLERAN, O'HARA & MILLS LLP3+ years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $30,595 |
EQUITY INVESTMENT CORPORATION3+ years Service code 28 · EIN 81-3721999 | Investment Management | $25,376 |
WELBY, BRADY & GREENBLATT, LLP3+ years Service code 29 · EIN 13-3864481 | Legal | $18,515 |
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 | Investment Management | $10,266 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 14.83% | 12.23%+2.6pp | 10.36%+4.5pp | 13.95%+0.9pp |
| Employer contribution / active EE | $20,436 | $18,059+13.2% | $37,738-45.8% | $16,598+23.1% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |