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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $120,297 |
THE SEGAL COMPANY4+ years Filed as: SIBSON CONSULTING Service code 17 · EIN 13-1835864 | Pension Consulting | $39,767 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 17 4208 SIX FORKS ROAD, 1700 · RALEIGH, NC 27609 | Pension Consulting | $36,821 |
GREAT LAKES ADVISORS, LLC4+ years Filed as: GREAT LAKES ADVISORS INC. Service code 27 · EIN 36-3707782 | Advisory (Plan) | $11,989 |
FISCHER DORWART, P.C.4+ years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $11,750 |
BPS&M3 years Service code 17 · EIN 23-3060583 5301 VIRGINIA WAY STE 400 · BRENTWOOD, TN 37027 | Pension Consulting | $9,000 |
Filed as: MORGAN, LEWIS & BOCKIUS, LP Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $5,888 |
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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 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -8.26% | -2.68%-5.6pp | 12.68%-20.9pp | -0.69%-7.6pp |
| Employer contribution / active EE | $14,121 | $18,045-21.7% | $22,860-38.2% | $16,786-15.9% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |