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| Provider | Service type | Compensation |
|---|---|---|
JEFFREY W. KROL & ASSOCIATES2 years Filed as: JEFFREY W KROL & ASSOCIATES, LTD. Service code 10 · EIN 36-3094368 | Accounting | $165,549 |
GREAT LAKES ADVISORS, LLC4+ years Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $164,954 |
JAMES MELTREGER4+ years Service code 30 · EIN 36-2872107 | Employee (plan) | $106,801 |
VINCENT LOMBARDI4+ years Filed as: VINCENT SENESE Service code 30 · EIN 36-2872107 | Employee (plan) | $89,502 |
THOMAS PARAVOLA4+ years Service code 29 · EIN 36-0522075 | Legal | $57,561 |
JEFFREY SLOCUM & ASSOCIATES4+ years Filed as: JEFFREY PIERUCCI Service code 30 · EIN 36-2872107 | Employee (plan) | $56,392 |
FGMK, LLC3 years Service code 10 · EIN 36-2929601 | Accounting | $38,592 |
TAMMY GRAVES4+ years Filed as: TAMMY HENRICHS Service code 30 · EIN 36-2872107 | Employee (plan) | $37,696 |
MARY DELANEY CERETTO4+ years Filed as: MARY MURPHY Service code 30 · EIN 36-2872107 | Employee (plan) | $19,035 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO INSTL RETIREMENT TRUST Service code 19 1525 WEST W.T. HARRIS BOULEVARD · CHARLOTTE, NC 282628522 | Securities Custodian | $12,177 |
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.
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 | $3,456 | $80,005-95.7% | $140,019-97.5% | $55,725-93.8% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -7.46% | 0.46%-7.9pp | 651.17%-658.6pp | 244.93%-252.4pp |
| Employer contribution / active EE | $686 | $3,403-79.8% | $5,605-87.8% | $2,078-67.0% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $79 | $116-31.3% | $10,705-99.3% | $115-31.1% |