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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $146,493 |
BASYS1 year Filed as: BASYS, INC Service code 15 3700 KOPPERS ST, SUITE 400 · BALTIMORE, MD 21227 | Recordkeeping | $49,189 |
R. THAMES-SIMMONS3+ years Service code 30 · EIN 36-2261990 | Employee (plan) | $41,511 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 | Accounting | $40,498 |
T. JESIONSKI3+ years Service code 30 · EIN 36-2261990 | Employee (plan) | $39,594 |
THE SEGAL COMPANY3+ years Service code 16 · EIN 13-1975125 | Consulting | $20,603 |
MARCO CONSULTING GROUP3+ years Filed as: THE MARCO CONSULTING COMPANY Service code 17 · EIN 36-3555078 | Pension Consulting | $18,125 |
DALEY & GEORGES, LTD1 year Filed as: DALEY AND GEORGE Service code 29 · EIN 36-3246372 | Legal | $13,375 |
US BANK1 year Service code 18 P.O. BOX 1800 · SAINT PAUL, MN 551010800 | Custodial (other than securities) | $6,702 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,443-100.0% | $83,831-100.0% | $55,727-100.0% |
| Participation rate | 0.0% | 72.0%-72.0pp | 76.1%-76.1pp | 70.9%-70.9pp |
| Annual return | 1.64% | 393.67%-392.0pp | 850.99%-849.4pp | 244.94%-243.3pp |
| Employer contribution / active EE | $16,212 | $2,682+504.6% | $3,631+346.5% | $2,078+680.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |