Filed January 30, 2026
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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0521680 | Accounting | $28,450 |
COMPASS 360, LLC1+ years Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 11 · EIN 20-4795685 | Actuarial | $20,830 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 21 200 WOODLAND PRIME 1ST · MENOMONEE FALLS, WI 53051 | Bank Trustee | $11,370 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 0.25% | 16.85%-16.6pp | 5.44%-5.2pp | 11.88%-11.6pp |
| Employer contribution / active EE | $25,383 | $10,313+146.1% | $25,481-0.4% | $14,612+73.7% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |