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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 52-6257033 | Investment Management | $205,655 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1711628 | Legal | $54,790 |
Filed as: JENSEN INVESTMENT MANAGEMENT Service code 28 · EIN 93-0978027 | Investment Management | $54,302 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $53,279 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CAPITAL MGMT Service code 28 · EIN 95-3692822 | Investment Management | $52,915 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 15 · EIN 06-1050334 | Recordkeeping | $39,698 |
WHN INVESTOR SERVICES2+ years Service code 28 · EIN 39-1382973 | Investment Management | $37,500 |
Service code 10 · EIN 39-1203191 | Accounting | $8,000 |
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 | $54,392-100.0% | $84,753-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | 7.59% | 611.38%-603.8pp | 22.78%-15.2pp | 48.65%-41.1pp |
| Employer contribution / active EE | $7,916 | $2,943+169.0% | $3,574+121.5% | $2,182+262.8% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $136-100.0% | $5,333-100.0% | $70-100.0% |