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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 21 · EIN 94-1347393 | Bank Trustee | $57,314 |
MARCUM LLP1 year Filed as: MARCUM, LLP Service code 10 · EIN 11-1986323 | Accounting | $13,390 |
THE CENTURION GROUP, LLC2 years Filed as: THE CENTURION GROUP LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $12,500 |
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Employer contribution per participant 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 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 | $5,937-100.0% | $280,855-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 21.6%-21.6pp | 14.6%-14.6pp |
| Annual return | -5.77% | -3.90%-1.9pp | -0.70%-5.1pp | 10.56%-16.3pp |
| Employer contribution / active EE | $2,231 | $19,150-88.4% | $28,903-92.3% | $13,643-83.6% |
| Participant deferral / active EE | $0 | $169-100.0% | $148-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,852-100.0% | $3,354-100.0% |