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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $28,456 |
NOVARA, TESIJA & CATENACCI, PLLC1+ years Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-2823147 | Legal | $22,111 |
TIC INTERNATIONAL CORPORATION1+ years Service code 10 · EIN 13-2600875 | Accounting | $16,403 |
MARQUETTE ASSOCIATES1+ years Service code 17 · EIN 36-3485298 | Pension Consulting | $10,000 |
Service code 10 · EIN 38-2284921 | Accounting | $8,100 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,921-100.0% | $84,753-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | -3.04% | 10.24%-13.3pp | 22.78%-25.8pp | 5.13%-8.2pp |
| Employer contribution / active EE | $2,127 | $2,598-18.2% | $3,574-40.5% | $1,974+7.7% |
| Participant deferral / active EE | $139 | $2,742-94.9% | $3,712-96.3% | $3,061-95.5% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |