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| Provider | Service type | Compensation |
|---|---|---|
HILLSWICK ASSET MANAGEMENT2+ years Filed as: HILLSWICK ASSET MANAGEMENT, LLC Service code 28 · EIN 90-0172984 | Investment Management | $33,523 |
STROME ACTUARIAL SERVICES, LLC2+ years Filed as: STROME ACTUARIAL SERVICES LLC Service code 11 · EIN 46-4229857 | Actuarial | $14,298 |
UHY LLP2+ years Service code 10 · EIN 20-0694403 | Accounting | $10,900 |
WELL AND GOOD LLC2+ years Filed as: WELL FARGO BANK Service code 18 · EIN 94-1347393 | Custodial (other than securities); In... | $9,624 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $618,180-100.0% | $500,101-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 36.3%-36.3pp | 21.3%-21.3pp | 45.6%-45.6pp |
| Annual return | 9.76% | -3.24%+13.0pp | 2.08%+7.7pp | 4.16%+5.6pp |
| Employer contribution / active EE | $203,513 | $79,753+155.2% | $47,324+330.0% | $42,918+374.2% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $1,661-100.0% | $1,916-100.0% | $21,465-100.0% |