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| Provider | Service type | Compensation |
|---|---|---|
FUND EMPLOYEE2+ years Service code 14 · EIN 51-6090208 | Plan Administrator | $31,215 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1928058 | Actuarial | $28,297 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $14,178 |
Filed as: BUCKLEY FRAME BOUDREAU & CO PC Service code 10 · EIN 06-0931761 | Accounting | $7,531 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $6,035 |
REID & RIEGE, P.C.1 year Service code 29 · EIN 06-0867204 | Legal | $5,343 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 6.82% | 11.09%-4.3pp | 8.32%-1.5pp | 13.95%-7.1pp |
| Employer contribution / active EE | $12,432 | $10,980+13.2% | $30,793-59.6% | $16,598-25.1% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |