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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC4+ years Service code 13 · EIN 11-2424843 | Contract Administrator | $68,754 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $59,757 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $45,000 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $41,269 |
CONGRESS ASSET MANAGEMENT4+ years Service code 28 · EIN 04-2848965 | Investment Management | $38,501 |
COLLERAN, O'HARA & MILLS LLP4+ years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $20,450 |
EQUITY INVESTMENT CORPORATION4+ years Service code 28 · EIN 81-3721999 | Investment Management | $19,057 |
WELBY, BRADY & GREENBLATT, LLP4+ years Service code 29 · EIN 13-3864481 | Legal | $18,519 |
STACEY BRAUN ASSOCIATES, INC.4+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 | Investment Management | $10,324 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -2.12% | -1.53%-0.6pp | -2.18%+0.1pp | -0.69%-1.4pp |
| Employer contribution / active EE | $33,625 | $14,498+131.9% | $38,751-13.2% | $16,786+100.3% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |