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| Provider | Service type | Compensation |
|---|---|---|
UTZ AND LATTAN5+ years Service code 29 7285 WEST 132ND ST · OVERLAND PARK, KS 66213 | Legal | $76,388 |
Filed as: DIMEO, SCHNEIDER & ASSOCIATES Service code 27 500 WEST MADISON STREET, STE 1700 · CHICAGO, IL 606614593 | Advisory (Plan) | $64,019 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 11 1350 TREAT BOULEVARD, SUITE 300 · WALNUT CREEK, CA 94597 | Actuarial | $45,725 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 27 420 MONGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $18,332 |
LWBJ, LLP5+ years Filed as: LWBJ Service code 10 · EIN 42-1462849 | Accounting | $16,300 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | -1.13% | 9.58%-10.7pp | 9.52%-10.6pp | 11.45%-12.6pp |
| Employer contribution / active EE | $19,506 | $21,155-7.8% | $41,951-53.5% | $17,219+13.3% |
| Participant deferral / active EE | $2,473 | $125+1875.8% | $18+13413.5% | $357+593.4% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |