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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 1525 WEST WT HARRIS BLVD · CHARLOTTE, NC 28262 | Recordkeeping | $41,702 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE PRAIRIE GROUP Service code 16 140 SOUTH DEARBORN ST 300 · CHICAGO, IL 60603 | Consulting | $24,000 |
MACALA & PIATT, LLC1+ years Service code 29 · EIN 34-1933033 601 S MAIN ST · NORTH CANTON, OH 44720 | Legal | $12,482 |
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART C. MILLER & CO., INC Service code 13 · EIN 35-1820020 2111 WEST LINCOLN HIGHWAY · MERRILLVILLE, IN 46410 | Contract Administrator | $10,200 |
YURCHYK & DAVIS CPA'S, INC.1+ years Filed as: YURCHYK & DAVIS CPA'S INC. Service code 10 · EIN 34-1638235 | Accounting | $6,900 |
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.
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 | $0 | $57,921-100.0% | $84,753-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | -5.30% | 10.24%-15.5pp | 22.78%-28.1pp | 5.13%-10.4pp |
| Employer contribution / active EE | $351 | $2,598-86.5% | $3,574-90.2% | $1,974-82.2% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |