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| Provider | Service type | Compensation |
|---|---|---|
TURNBULL, HOOVER, & KAHL, P.A.4+ years Filed as: TURNBULL, HOOVER & KAHL, PA. Service code 10 217 GLENN STREET, SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $12,068 |
BENEFIT PLAN PROS., INC.4+ years Service code 13 4595 SE PILOT AVENUE · STUART, FL 34997 | Contract Administrator | $9,828 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO FINANCIAL ADVISORS, LLC Service code 27 1 NORTH JEFFERSON AVENUE · ST. LOUIS, MO 631032205 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,719 | $37,196-57.7% | $154,114-89.8% | $55,725-71.8% |
| Participation rate | 64.0% | 64.1%-0.1pp | 83.0%-19.1pp | 70.9%-6.9pp |
| Annual return | -6.45% | 1319.68%-1326.1pp | 735.16%-741.6pp | 244.93%-251.4pp |
| Employer contribution / active EE | $429 | $1,614-73.4% | $5,298-91.9% | $2,078-79.4% |
| Participant deferral / active EE | $1,391 | $2,068-32.8% | $5,081-72.6% | $3,356-58.6% |
| Admin fee / account holder | $61 | $102-39.6% | $13,411-99.5% | $115-46.7% |