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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 31-1582098 6050 OAK TREE BLVD SUITE 500 · INDEPENDENCE, OH 44131 | Actuarial | $44,811 |
RSM US LLP5+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $17,346 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 19 608 2ND AVENUE SOUTH, 8TH FLOOR · MINNEAPOLIS, MN 55479 | Securities Custodian | $16,114 |
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Participant 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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 11.75% | 12.80%-1.1pp | 29.77%-18.0pp | 13.59%-1.8pp |
| Employer contribution / active EE | $4,108 | $11,862-65.4% | $33,607-87.8% | $14,592-71.8% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |