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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 39-1859759 | Advisory (Participants) | $35,000 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO INST RETIREMENT & TRUST Service code 27 · EIN 39-1016455 | Advisory (Plan) | $32,384 |
QUARLES & BRADY LLP2+ years Service code 29 · EIN 39-0432630 | Legal | $23,468 |
CARDAY ASSOCIATES2+ years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $17,000 |
FREYBERG HINKLE ET AL2+ years Filed as: FREYBERG HINKLE ASHLAND POWERS & ST Service code 10 · EIN 39-1531945 | Accounting | $9,200 |
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 | $60,545-100.0% | $92,240-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 7.39% | 19.71%-12.3pp | 176.29%-168.9pp | 27571.02%-27563.6pp |
| Employer contribution / active EE | $2,411 | $2,633-8.4% | $3,680-34.5% | $2,032+18.6% |
| Participant deferral / active EE | $72 | $2,828-97.5% | $3,897-98.2% | $3,224-97.8% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |