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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $55,335 |
NOVARA, TESIJA & CATENACCI, PLLC4+ years Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-2823147 | Legal | $28,243 |
TIC INTERNATIONAL CORPORATION4+ years Service code 10 · EIN 13-2600875 | Accounting | $18,173 |
MARQUETTE ASSOCIATES4+ years Service code 17 · EIN 36-3485298 | Pension Consulting | $12,000 |
Service code 10 · EIN 38-2284921 | Accounting | $8,800 |
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 | $66,601-100.0% | $92,903-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 71.3%-71.3pp |
| Annual return | 8.03% | 92.58%-84.5pp | 109.43%-101.4pp | 378.56%-370.5pp |
| Employer contribution / active EE | $2,767 | $2,775-0.3% | $3,653-24.3% | $2,148+28.8% |
| Participant deferral / active EE | $287 | $3,157-90.9% | $4,238-93.2% | $3,539-91.9% |
| Admin fee / account holder | $0 | $199-100.0% | $5,795-100.0% | $142-100.0% |