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| Provider | Service type | Compensation |
|---|---|---|
FENIMORE ASSET MANAGEMENT1+ years Service code 28 · EIN 14-1564237 | Investment Management | $43,961 |
CONRAD CAPITAL MANAGEMENT INC.1+ years Service code 27 · EIN 11-3405363 | Advisory (Plan) | $33,543 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $32,060 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 28 · EIN 41-0449260 | Investment Management | $12,663 |
CARON & BLETZER, PLLC1+ years Service code 10 · EIN 04-3499945 | Accounting | $8,900 |
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Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $358,154-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 12.6%-12.6pp |
| Annual return | -3.26% | 4.35%-7.6pp | 2.24%-5.5pp | 4.56%-7.8pp |
| Employer contribution / active EE | $0 | $105,825-100.0% | $54,559-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $102-100.0% | $81-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $6,053-100.0% | $1,711-100.0% |