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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Service code 21 · EIN 94-1347393 | Bank Trustee | $51,070 |
NYHART3 years Service code 11 · EIN 35-0966414 | Actuarial | $32,600 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 26-3521867 | Advisory (Plan) | $22,736 |
FARMER, FUQUA & HUFF, P.C.4 years Service code 10 · EIN 75-2599166 | Accounting | $9,500 |
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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 | $409,661-100.0% | $78,313-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 13.0%-13.0pp | 1.7%-1.7pp |
| Annual return | -7.98% | 627.08%-635.1pp | 6.61%-14.6pp | 627.08%-635.1pp |
| Employer contribution / active EE | $9,317 | $18,824-50.5% | $24,284-61.6% | $18,824-50.5% |
| Participant deferral / active EE | $0 | $418-100.0% | $408-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $19,478-100.0% | $1,923-100.0% |