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| Provider | Service type | Compensation |
|---|---|---|
DANNIBLE & MCKEE, LLP1+ years Service code 49 · EIN 33-0996661 | Other Services | $7,100 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,790 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 71 · EIN 13-4122960 | Brokerage Fees | $1,425 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 33 · EIN 48-1305000 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,624 | $72,770-53.8% | $67,652-50.3% | $55,191-39.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | -1.60% | -3.26%+1.7pp | 6625.40%-6627.0pp | 10.78%-12.4pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,198 | $3,408-64.8% | $3,560-66.3% | $3,046-60.7% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |