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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 39-1859759 | Advisory (Participants) | $35,000 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO INST RETIREMENT & TRUST Service code 27 · EIN 39-1016455 | Advisory (Plan) | $34,787 |
CARDAY ASSOCIATES4+ years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $26,039 |
QUARLES & BRADY LLP4+ years Service code 29 · EIN 39-0432630 | Legal | $19,005 |
FREYBERG HINKLE ET AL4+ years Filed as: FREYBERG HINKLE ASHLAND POWERS & ST Service code 10 · EIN 39-1531945 | Accounting | $9,800 |
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.
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 | $66,650-100.0% | $92,915-100.0% | $67,582-100.0% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 71.3%-71.3pp |
| Annual return | 0.69% | 92.64%-91.9pp | 109.45%-108.8pp | 378.57%-377.9pp |
| Employer contribution / active EE | $2,058 | $2,777-25.9% | $3,653-43.7% | $2,148-4.2% |
| Participant deferral / active EE | $66 | $3,160-97.9% | $4,238-98.4% | $3,539-98.1% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |