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| Provider | Service type | Compensation |
|---|---|---|
TURNBULL, HOOVER, & KAHL, P.A.3+ years Filed as: TURNBULL, HOOVER & KAHL, PA. Service code 10 217 GLENN STREET, SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $15,330 |
BENEFIT PLAN PROS., INC.3+ years Service code 13 4595 SE PILOT AVENUE · STUART, FL 34997 | Contract Administrator | $11,249 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO FINANCIAL ADVISORS, LLC Service code 27 1 NORTH JEFFERSON AVENUE · ST. LOUIS, MO 631032205 | Advisory (Plan) | $0 |
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 | $14,404 | $46,173-68.8% | $170,439-91.5% | $69,631-79.3% |
| Participation rate | 71.4% | 63.9%+7.5pp | 83.6%-12.2pp | 70.7%+0.7pp |
| Annual return | 18.41% | 21.62%-3.2pp | 205.94%-187.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $415 | $1,610-74.2% | $5,433-92.4% | $2,032-79.6% |
| Participant deferral / active EE | $1,314 | $2,080-36.8% | $4,939-73.4% | $3,224-59.2% |
| Admin fee / account holder | $62 | $116-46.1% | $13,881-99.6% | $110-43.4% |