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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISORS LLC1+ years Service code 28 · EIN 54-1886751 | Investment Management | $61,355 |
RPAS, LTD.1+ years Filed as: RPAS, LTD Service code 15 · EIN 54-1202236 | Recordkeeping | $59,000 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK NA Service code 21 · EIN 56-1354495 | Bank Trustee | $22,146 |
KEITER1+ years Filed as: KEITER, STEPHENS, HURST, GARY, PC Service code 10 · EIN 54-1631262 | Accounting | $10,707 |
US BANK1+ years Service code 21 7TH WASHINGTON · ST. LOUIS, MO 63101 | Bank Trustee | $7,952 |
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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 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 | $128,324-100.0% | $115,507-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 52.7%-52.7pp | 42.8%-42.8pp | 45.6%-45.6pp |
| Annual return | -16.52% | 3.98%-20.5pp | 4.07%-20.6pp | 4.16%-20.7pp |
| Employer contribution / active EE | $0 | $53,200-100.0% | $45,149-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $90-100.0% | $92-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $241,606-100.0% | $203,571-100.0% | $21,465-100.0% |