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| Provider | Service type | Compensation |
|---|---|---|
KIECKHAFER SCHIFFER LLP1 year Filed as: KIECKHAFER, SCHIFFER LLP Service code 10 · EIN 81-5052000 | Accounting | $19,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $6,760 |
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,072 |
Service code 13 · EIN 04-2647786 | Contract Administrator | $2,514 |
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 13 · EIN 33-0499726 | Contract Administrator | $1,500 |
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 | $84,260 | $50,666+66.3% | $76,667+9.9% | $65,186+29.3% |
| Participation rate | 91.4% | 68.8%+22.6pp | 72.1%+19.3pp | 70.2%+21.2pp |
| Annual return | 24.78% | 28.51%-3.7pp | 1166.74%-1142.0pp | 29.39%-4.6pp |
| Employer contribution / active EE | $2,412 | $1,575+53.1% | $2,303+4.7% | $2,177+10.8% |
| Participant deferral / active EE | $7,656 | $2,647+189.2% | $3,336+129.5% | $3,514+117.9% |
| Admin fee / account holder | $143 | $463-69.2% | $6,423-97.8% | $847-83.1% |