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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION7+ years Service code 10 · EIN 41-0956552 | Accounting | $166,739 |
Service code 19 · EIN 13-3689044 | Securities Custodian | $37,824 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $29,000 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $17,029 |
ANDREW FAIR, ESQ.5 years Filed as: ANDREW, BRANSKY & POOLE, P.A Service code 29 · EIN 41-1502219 | Legal | $9,412 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 18 · EIN 23-2384840 | Custodial (other than securities) | $8,909 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 11.96% | 24.46%-12.5pp | 11.08%+0.9pp | 13.24%-1.3pp |
| Employer contribution / active EE | $9,663 | $11,981-19.3% | $28,418-66.0% | $14,616-33.9% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |