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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 41-1650794 | Bank Trustee | $59,560 |
AUXIANT1+ years Service code 13 · EIN 42-1246202 | Contract Administrator | $46,399 |
DAY PITNEY LLP1+ years Filed as: DAY RETTIG MARTIN, P.C. Service code 29 · EIN 42-1386412 | Legal | $18,425 |
PDCM INSURANCE1+ years Service code 22 · EIN 42-1362866 | Insurance Broker | $9,650 |
BERGANKDV LTD1+ years Filed as: BERGANKDV LTD. Service code 10 · EIN 41-1431613 | Accounting | $8,500 |
EMPLOYEE FRINGES AUDIT COMPANY1+ years Service code 10 · EIN 42-1122328 | Accounting | $7,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,983 | $57,921-41.3% | $84,753-59.9% | $57,658-41.1% |
| Participation rate | 66.5% | 72.9%-6.4pp | 76.6%-10.1pp | 70.2%-3.7pp |
| Annual return | 0.96% | 10.24%-9.3pp | 22.78%-21.8pp | 5.13%-4.2pp |
| Employer contribution / active EE | $2,829 | $2,598+8.9% | $3,574-20.9% | $1,974+43.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $154 | $130+19.1% | $5,333-97.1% | $95+63.4% |