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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Service code 21 · EIN 94-1347393 | Bank Trustee | $54,752 |
NYHART2 years Service code 11 · EIN 35-0966414 | Actuarial | $31,000 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 26-3521867 | Advisory (Plan) | $24,749 |
FARMER, FUQUA & HUFF, P.C.3 years Service code 10 · EIN 75-2599166 | Accounting | $9,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,244-100.0% | $157,433-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 16.7%-16.7pp | 2.8%-2.8pp |
| Annual return | 1.44% | 16.32%-14.9pp | 10.27%-8.8pp | 16.32%-14.9pp |
| Employer contribution / active EE | $2,764 | $17,007-83.7% | $19,104-85.5% | $17,007-83.7% |
| Participant deferral / active EE | $0 | $406-100.0% | $15-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $12,160-100.0% | $127-100.0% |