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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $129,591 |
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 17 · EIN 13-1835864 | Pension Consulting | $43,000 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 17 4208 SIX FORKS ROAD, 1700 · RALEIGH, NC 27609 | Pension Consulting | $15,488 |
FISCHER DORWART, P.C.6+ years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $11,825 |
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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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 12.77% | 10.60%+2.2pp | -2.84%+15.6pp | 627.08%-614.3pp |
| Employer contribution / active EE | $7,355 | $19,729-62.7% | $33,329-77.9% | $18,824-60.9% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |