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| Provider | Service type | Compensation |
|---|---|---|
STEVENSON KEPPELMAN1 year Filed as: THE STEVENSON GROUP Service code 26 6515 LONGSHORE LOOP · DUBLIN, OH 43017 | Advisory (Participants) | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 18 6515 LONGSHORE LOOP · DUBLIN, OH 43017 | Custodial (other than securities); Cu... | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 6.36% | 11.01%-4.7pp | 8.10%-1.7pp | 7.65%-1.3pp |
| Employer contribution / active EE | $2,148 | $13,413-84.0% | $28,649-92.5% | $20,582-89.6% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |