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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION4+ years Service code 10 · EIN 41-0956552 | Accounting | $150,967 |
Service code 19 · EIN 13-3689044 | Securities Custodian | $32,499 |
ANDREW FAIR, ESQ.2 years Filed as: ANDREW, BRANSKY & POOLE, P.A Service code 29 · EIN 41-1502219 | Legal | $28,791 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $25,900 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $17,590 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 18 · EIN 23-2384840 | Custodial (other than securities) | $9,238 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -5.22% | -1.12%-4.1pp | -2.18%-3.0pp | 0.19%-5.4pp |
| Employer contribution / active EE | $7,895 | $12,052-34.5% | $38,751-79.6% | $13,763-42.6% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |