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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 25-1139840 | Contract Administrator | $83,097 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN Service code 51 · EIN 13-2889432 | Investment Mgmt Fees | $63,709 |
SAVASTA AND COMPANY, INC.2+ years Filed as: SAVASTA & COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $42,000 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-0120528 | Legal | $32,597 |
SALTER & COMPANY, LLC2+ years Service code 10 · EIN 20-8078757 | Accounting | $12,649 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 19 · EIN 41-0449260 | Securities Custodian | $8,075 |
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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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 6.18% | 9.14%-3.0pp | 8.32%-2.1pp | 10.41%-4.2pp |
| Employer contribution / active EE | $4,737 | $9,384-49.5% | $30,793-84.6% | $14,691-67.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |