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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Service code 21 · EIN 94-1347393 | Bank Trustee | $51,659 |
SARBEY, KELLY & KAUFMAN, LLC2 years Service code 10 · EIN 65-1014182 | Accounting | $24,063 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $12,500 |
THE WATERFORD GROUP LLC1 year Filed as: WATERFORD BANK Service code 16 · EIN 11-3809585 | Consulting | $7,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $20,848-100.0% | $353,945-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 20.8%-20.8pp | 13.5%-13.5pp |
| Annual return | 16.79% | 12.26%+4.5pp | 10.57%+6.2pp | 9.29%+7.5pp |
| Employer contribution / active EE | $8,246 | $20,182-59.1% | $29,483-72.0% | $15,168-45.6% |
| Participant deferral / active EE | $0 | $23-100.0% | $150-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $2,009-100.0% | $2,037-100.0% |