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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 39-1859759 | Advisory (Participants) | $35,000 |
CARDAY ASSOCIATES5+ years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $26,540 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO INST RETIREMENT & TRUST Service code 27 · EIN 39-1016455 | Advisory (Plan) | $26,364 |
QUARLES & BRADY LLP5+ years Service code 29 · EIN 39-0432630 | Legal | $25,380 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 49 · EIN 23-2182079 | Other Services | $17,000 |
Service code 13 · EIN 41-0956552 | Contract Administrator | $12,500 |
FREYBERG HINKLE ET AL5+ years Filed as: FREYBERG HINKLE ASHLAND POWERS & ST Service code 10 · EIN 39-1531945 | Accounting | $10,300 |
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 | $37,967 | $91,517-58.5% | $101,275-62.5% | $73,412-48.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 4.57% | 17.17%-12.6pp | 46.48%-41.9pp | 59.30%-54.7pp |
| Employer contribution / active EE | $2,094 | $2,877-27.2% | $3,660-42.8% | $2,234-6.2% |
| Participant deferral / active EE | $76 | $3,338-97.7% | $4,371-98.3% | $3,806-98.0% |
| Admin fee / account holder | $189 | $216-12.5% | $5,948-96.8% | $158+19.6% |