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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 51 218 PLAZA ROAD · KINGSTON, NY 12401 | Investment Mgmt Fees | $26,120 |
HELLER PENSION ASSOC., INC.1+ years Service code 49 1363 RTE 9G · HYDE PARK, NY 12538 | Other Services | $12,170 |
CARON & BLETZER, PLLC1+ years Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,994 | $52,467-50.5% | $57,196-54.6% | $55,167-52.9% |
| Participation rate | 95.9% | 75.8%+20.1pp | 75.3%+20.6pp | 69.0%+27.0pp |
| Annual return | -1.31% | 7.72%-9.0pp | 14.59%-15.9pp | 169.23%-170.5pp |
| Employer contribution / active EE | $1,351 | $2,477-45.5% | $2,683-49.6% | $1,963-31.1% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $267 | $269-0.6% | $3,141-91.5% | $504-46.9% |