Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 23-2384840 | Securities Custodian | $251,998 |
THE SAVITZ ORGANIZATION1+ years Service code 11 · EIN 23-1700844 | Actuarial | $121,600 |
HEALTHCARE STRATEGIES, INC1+ years Filed as: HEALTHCARE STRATEGIES Service code 14 · EIN 23-2848954 | Plan Administrator | $76,807 |
ELLIOT GREENLEAF1+ years Filed as: ELLIOTT GREENLEAF Service code 29 · EIN 23-2617189 1105 NORTH MARKET STREET · WILMINGTON, DE 19801 | Legal | $68,152 |
ALAN ROSS & COMPANY, PC1+ years Filed as: ALAN ROSS & COMPANY Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $24,781 |
FOX ROTHSCHILD LLP1+ years Service code 29 · EIN 23-1404723 PO BOX 5231 · PRINCETON, NJ 08543 | Legal | $23,000 |
COURTNEY CONSULTING GROUP1+ years Service code 27 · EIN 41-1416630 | Advisory (Plan) | $21,871 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $21,625 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 19 · EIN 23-2891243 | Securities Custodian | $19,009 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $16,032 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $192,069-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | -1.23% | 1.67%-2.9pp | -0.79%-0.4pp | 1.67%-2.9pp |
| Employer contribution / active EE | $1,003 | $10,506-90.5% | $28,419-96.5% | $10,506-90.5% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $37-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $6,324-100.0% | $66,276-100.0% |