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| Provider | Service type | Compensation |
|---|---|---|
KIECKHAFER SCHIFFER LLP3+ years Filed as: KIECKHAFER, SCHIFFER & CO., LLP Service code 10 · EIN 33-0688321 | Accounting | $18,800 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 23-2384840 | Advisory (Plan) | $6,043 |
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,172 |
PBU, INC.2 years Service code 13 · EIN 26-2768667 | Contract Administrator | $1,500 |
Service code 13 · EIN 04-2647786 | Contract Administrator | $1,469 |
Filed as: FIDELITY INVESTMENTS INSTITUIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSTITUTIOINAL Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,721 | $43,504+62.6% | $68,612+3.1% | $56,289+25.6% |
| Participation rate | 85.9% | 67.8%+18.0pp | 72.2%+13.7pp | 69.9%+16.0pp |
| Annual return | -5.31% | -3.15%-2.2pp | -4.63%-0.7pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,559 | $1,525+67.8% | $2,625-2.5% | $2,111+21.2% |
| Participant deferral / active EE | $6,759 | $2,509+169.4% | $3,311+104.1% | $3,350+101.8% |
| Admin fee / account holder | $111 | $515-78.4% | $5,131-97.8% | $521-78.6% |