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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JEFFREY W KROL & ASSOCIATES, LTD. Service code 10 · EIN 36-3094368 | Accounting | $184,313 |
GREAT LAKES ADVISORS, LLC3+ years Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $171,575 |
JAMES MELTREGER3+ years Service code 30 · EIN 36-2872107 | Employee (plan) | $94,695 |
VINCENT LOMBARDI3+ years Filed as: VINCENT SENESE Service code 30 · EIN 36-2872107 | Employee (plan) | $83,774 |
JEFFREY SLOCUM & ASSOCIATES3+ years Filed as: JEFFREY PIERUCCI Service code 30 · EIN 36-2872107 | Employee (plan) | $41,708 |
FGMK, LLC2 years Service code 10 · EIN 36-2929601 | Accounting | $37,397 |
THOMAS PARAVOLA3+ years Service code 29 · EIN 36-0522075 | Legal | $33,008 |
TAMMY GRAVES3+ years Filed as: TAMMY HENRICHS Service code 30 · EIN 36-2872107 | Employee (plan) | $28,661 |
MARY DELANEY CERETTO3+ years Filed as: MARY MURPHY Service code 30 · EIN 36-2872107 | Employee (plan) | $16,936 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO INSTL RETIREMENT TRUST Service code 19 1525 WEST W.T. HARRIS BOULEVARD · CHARLOTTE, NC 282628522 | Securities Custodian | $11,925 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,432 | $81,537-95.8% | $149,721-97.7% | $69,631-95.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 6.98% | 22.79%-15.8pp | 1501.67%-1494.7pp | 27571.02%-27564.0pp |
| Employer contribution / active EE | $2,206 | $3,239-31.9% | $5,444-59.5% | $2,032+8.6% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $66 | $107-38.0% | $11,282-99.4% | $110-40.0% |