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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL Service code 19 · EIN 06-1050034 | Securities Custodian | $342,045 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $133,475 |
BASYS2 years Filed as: BASYS, INC Service code 15 3700 KOPPERS ST, SUITE 400 · BALTIMORE, MD 21227 | Recordkeeping | $64,765 |
R. THAMES-SIMMONS4+ years Service code 30 · EIN 36-2261990 | Employee (plan) | $41,991 |
T. JESIONSKI4+ years Service code 30 · EIN 36-2261990 | Employee (plan) | $41,501 |
CALIBRE CPA GROUP PLLC4+ years Service code 10 · EIN 47-0900880 | Accounting | $35,775 |
MARCO CONSULTING GROUP4+ years Filed as: THE MARCO CONSULTING COMPANY Service code 17 · EIN 36-3555078 | Pension Consulting | $19,625 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $17,107 |
DALEY & GEORGES, LTD2 years Filed as: DALEY AND GEORGE Service code 29 · EIN 36-3246372 | Legal | $8,949 |
US BANK2 years Service code 18 P.O. BOX 1800 · SAINT PAUL, MN 551010800 | Custodial (other than securities) | $6,226 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $66,051-100.0% | $92,916-100.0% | $77,775-100.0% |
| Participation rate | 0.0% | 81.0%-81.0pp | 76.0%-76.0pp | 73.2%-73.2pp |
| Annual return | 11.89% | 20.69%-8.8pp | 109.45%-97.6pp | 32.58%-20.7pp |
| Employer contribution / active EE | $8,229 | $3,426+140.2% | $3,654+125.2% | $2,504+228.7% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $5,796-100.0% | $100-100.0% |