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| Provider | Service type | Compensation |
|---|---|---|
FENIMORE ASSET MANAGEMENT3+ years Service code 28 · EIN 14-1564237 | Investment Management | $40,524 |
CONRAD CAPITAL MANAGEMENT INC.3+ years Service code 27 · EIN 11-3405363 | Advisory (Plan) | $27,899 |
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 | Actuarial | $15,300 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 71 · EIN 41-0449260 | Brokerage Fees | $14,093 |
CARON & BLETZER, PLLC3+ years Service code 10 · EIN 04-3499945 | Accounting | $9,470 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 49 · EIN 13-3036745 | Other Services | $7,099 |
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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 | $105,125-100.0% | $215,441-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.7%-50.7pp | 14.6%-14.6pp |
| Annual return | 6.83% | -1.99%+8.8pp | 1.09%+5.7pp | 10.56%-3.7pp |
| Employer contribution / active EE | $3,125 | $9,499-67.1% | $57,621-94.6% | $13,643-77.1% |
| Participant deferral / active EE | $0 | $140-100.0% | $181-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $10,762-100.0% | $3,354-100.0% |