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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 27-0148468 | Accounting | $70,224 |
R.H. BLUESTEIN & COMPANY1+ years Service code 51 · EIN 38-2953545 | Investment Mgmt Fees | $40,489 |
BODMAN1+ years Filed as: BODMAN PLC Service code 29 · EIN 38-1308687 | Legal | $11,937 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $2,642 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $322,681-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 3.6%-3.6pp |
| Annual return | -1.94% | 5.03%-7.0pp | 4.07%-6.0pp | 11.88%-13.8pp |
| Employer contribution / active EE | $5,197 | $9,989-48.0% | $36,235-85.7% | $14,612-64.4% |
| Participant deferral / active EE | $268 | $45+500.0% | $215+24.6% | $518-48.3% |
| Admin fee / account holder | $0 | $637-100.0% | $7,128-100.0% | $637-100.0% |