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| Provider | Service type | Compensation |
|---|---|---|
RYAN LABS ASSET MANAGEMENT4+ years Filed as: RYAN LABS Service code 28 500 FIFTH AVENUE · NEW YORK, NY 10110 | Investment Management | $120,812 |
AON CONSULTING4+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 23-2293237 | Actuarial | $102,641 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $55,587 |
CAP FINANCIAL PARTNERS, LLC4+ years Service code 28 · EIN 26-0058143 | Investment Management | $43,473 |
BKD, LLP4+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | -4.60% | -1.21%-3.4pp | -0.41%-4.2pp | 0.19%-4.8pp |
| Employer contribution / active EE | $9,479 | $10,104-6.2% | $15,396-38.4% | $13,763-31.1% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |