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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION5+ years Service code 10 · EIN 41-0956552 | Accounting | $156,077 |
Service code 19 · EIN 13-3689044 | Securities Custodian | $42,837 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $30,615 |
ANDREW FAIR, ESQ.3 years Filed as: ANDREW, BRANSKY & POOLE, P.A Service code 29 · EIN 41-1502219 | Legal | $21,747 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $18,070 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 18 · EIN 23-2384840 | Custodial (other than securities) | $9,573 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 21.46% | 10.27%+11.2pp | 10.56%+10.9pp | 53.27%-31.8pp |
| Employer contribution / active EE | $8,536 | $12,273-30.4% | $30,199-71.7% | $14,774-42.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |