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| Provider | Service type | Compensation |
|---|---|---|
TURNBULL, HOOVER, & KAHL, P.A.2+ years Filed as: TURNBULL, HOOVER & KAHL, PA. Service code 10 217 GLENN STREET, SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $11,710 |
BENEFIT PLAN PROS., INC.2+ years Service code 13 4595 SE PILOT AVENUE · STUART, FL 34997 | Contract Administrator | $10,043 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO FINANCIAL ADVISORS, LLC Service code 27 1 NORTH JEFFERSON AVENUE · ST. LOUIS, MO 631032205 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,877 | $36,916-73.2% | $156,551-93.7% | $57,658-82.9% |
| Participation rate | 75.9% | 63.4%+12.5pp | 84.0%-8.1pp | 70.2%+5.7pp |
| Annual return | 7.20% | 12.38%-5.2pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $439 | $1,571-72.0% | $5,501-92.0% | $1,974-77.8% |
| Participant deferral / active EE | $1,219 | $1,926-36.7% | $4,871-75.0% | $3,061-60.2% |
| Admin fee / account holder | $51 | $82-38.6% | $13,028-99.6% | $95-46.4% |