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| Provider | Service type | Compensation |
|---|---|---|
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $42,477 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $36,283 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $29,500 |
HARVEY & STUCKEL5+ years Service code 29 · EIN 37-1064984 | Legal | $11,042 |
WELLS FARGO BANK, N.A.5+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $0 |
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 | $33,809 | $81,719-58.6% | $101,271-66.6% | $90,274-62.5% |
| Participation rate | 99.7% | 80.7%+19.0pp | 75.8%+23.9pp | 73.4%+26.4pp |
| Annual return | -1.77% | 337.64%-339.4pp | 46.48%-48.3pp | 53.97%-55.7pp |
| Employer contribution / active EE | $7,407 | $3,622+104.5% | $3,660+102.4% | $2,523+193.5% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $71 | $162-55.9% | $5,948-98.8% | $114-37.4% |