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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 39-1859759 | Advisory (Participants) | $35,000 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO INST RETIREMENT & TRUST Service code 27 · EIN 39-1016455 | Advisory (Plan) | $33,468 |
QUARLES & BRADY LLP3+ years Service code 29 · EIN 39-0432630 | Legal | $24,365 |
CARDAY ASSOCIATES3+ years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $17,000 |
FREYBERG HINKLE ET AL3+ years Filed as: FREYBERG HINKLE ASHLAND POWERS & ST Service code 10 · EIN 39-1531945 | Accounting | $9,475 |
Participant contribution per participant 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 | $56,443-100.0% | $83,831-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 72.0%-72.0pp | 76.1%-76.1pp | 70.9%-70.9pp |
| Annual return | 6.07% | 393.67%-387.6pp | 850.99%-844.9pp | 244.93%-238.9pp |
| Employer contribution / active EE | $2,099 | $2,682-21.7% | $3,631-42.2% | $2,078+1.0% |
| Participant deferral / active EE | $66 | $2,965-97.8% | $4,082-98.4% | $3,356-98.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |