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| Provider | Service type | Compensation |
|---|---|---|
FENIMORE ASSET MANAGEMENT2+ years Service code 28 · EIN 14-1564237 | Investment Management | $41,896 |
CONRAD CAPITAL MANAGEMENT INC.2+ years Service code 27 · EIN 11-3405363 | Advisory (Plan) | $28,672 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $26,652 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 71 · EIN 41-0449260 | Brokerage Fees | $13,020 |
CARON & BLETZER, PLLC2+ years Service code 10 · EIN 04-3499945 | Accounting | $9,100 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $1,695 |
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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 | $46,757-100.0% | $413,253-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 40.8%-40.8pp | 11.3%-11.3pp |
| Annual return | 14.80% | 9.12%+5.7pp | 8.55%+6.3pp | 10.41%+4.4pp |
| Employer contribution / active EE | $31,250 | $25,802+21.1% | $55,494-43.7% | $14,691+112.7% |
| Participant deferral / active EE | $0 | $100-100.0% | $122-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $160,808-100.0% | $2,646-100.0% |