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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 39-1859759 | Advisory (Participants) | $35,000 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO INST RETIREMENT & TRUST Service code 27 · EIN 39-1016455 | Advisory (Plan) | $32,758 |
QUARLES & BRADY LLP1+ years Service code 29 · EIN 39-0432630 | Legal | $17,544 |
CARDAY ASSOCIATES1+ years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $17,000 |
FREYBERG HINKLE ET AL1+ years Filed as: FREYBERG HINKLE ASHLAND POWERS & ST Service code 10 · EIN 39-1531945 | Accounting | $8,925 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | -1.63% | 10.24%-11.9pp | 22.78%-24.4pp | 5.13%-6.8pp |
| Employer contribution / active EE | $2,699 | $2,598+3.9% | $3,574-24.5% | $1,974+36.8% |
| Participant deferral / active EE | $79 | $2,742-97.1% | $3,712-97.9% | $3,061-97.4% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |