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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 25 · EIN 94-1347393 | Directed Trustee | $94,811 |
Service code 28 · EIN 13-3346990 | Investment Management | $81,848 |
USI CONSULTING GROUP1+ years Service code 11 · EIN 06-1053228 | Actuarial | $74,241 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0175963 | Investment Management | $52,945 |
DIAMOND HILL1+ years Service code 28 · EIN 31-1019984 | Investment Management | $48,630 |
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $31,200 |
BLUM SHAPIRO1+ years Filed as: BLUM SHAPIRO & COMPANY Service code 10 · EIN 06-1009205 | Accounting | $9,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | -10.87% | 0.80%-11.7pp | 5.44%-16.3pp | 4.16%-15.0pp |
| Employer contribution / active EE | $220,500 | $37,563+487.0% | $25,481+765.4% | $42,918+413.8% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |