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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 31-1582098 6050 OAK TREE BLVD SUITE 500 · INDEPENDENCE, OH 44131 | Actuarial | $33,203 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 19 608 2ND AVENUE SOUTH, 8TH FLOOR · MINNEAPOLIS, MN 55479 | Securities Custodian | $16,408 |
RSM US LLP6+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $12,075 |
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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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 10.55% | 9.93%+0.6pp | -2.84%+13.4pp | 9.29%+1.3pp |
| Employer contribution / active EE | $3,062 | $11,565-73.5% | $33,329-90.8% | $15,168-79.8% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |