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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION8+ years Service code 10 · EIN 41-0956552 | Accounting | $173,919 |
Service code 19 · EIN 13-3689044 | Securities Custodian | $36,120 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $32,349 |
ANDREW FAIR, ESQ.6 years Filed as: ANDREW, BRANSKY & POOLE, P.A Service code 29 · EIN 41-1502219 | Legal | $17,579 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $17,532 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO Service code 18 · EIN 23-2384840 | Custodial (other than securities) | $9,707 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -19.27% | -8.26%-11.0pp | -5.85%-13.4pp | 2.78%-22.1pp |
| Employer contribution / active EE | $10,022 | $12,543-20.1% | $31,839-68.5% | $15,276-34.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |