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| Provider | Service type | Compensation |
|---|---|---|
BERRY & CO., CPA'S LTD2 years Service code 10 · EIN 88-0400174 | Accounting | $34,287 |
Filed as: WILSON MCSHANE CORP Service code 10 · EIN 41-0956552 | Accounting | $27,500 |
Service code 29 · EIN 26-1367865 | Legal | $26,251 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $10,181 |
GLOBAL TRUST COMPANY1 year Service code 21 · EIN 26-3761443 | Bank Trustee | $7,485 |
WELLS FARGO BANK, N.A.1 year Service code 19 · EIN 94-1347393 | Securities Custodian | $4,066 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,406 | $81,719-94.6% | $101,271-95.6% | $90,274-95.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 12.28% | 337.64%-325.4pp | 46.48%-34.2pp | 53.97%-41.7pp |
| Employer contribution / active EE | $1,405 | $3,622-61.2% | $3,660-61.6% | $2,523-44.3% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $32 | $162-80.2% | $5,948-99.5% | $114-71.8% |