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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Service code 21 · EIN 94-1347393 | Bank Trustee | $52,493 |
NYHART5 years Service code 11 · EIN 35-0966414 | Actuarial | $39,335 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 26-3521867 | Advisory (Plan) | $27,737 |
FARMER, FUQUA & HUFF, P.C.6 years Service code 10 · EIN 75-2599166 | Accounting | $10,500 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $344,859-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.5%-23.5pp | 9.9%-9.9pp |
| Annual return | 2.27% | -8.20%+10.5pp | -8.04%+10.3pp | -5.25%+7.5pp |
| Employer contribution / active EE | $9,429 | $6,164+53.0% | $29,691-68.2% | $15,161-37.8% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $388-100.0% | $3,859-100.0% |