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| Provider | Service type | Compensation |
|---|---|---|
KIECKHAFER SCHIFFER LLP2 years Filed as: KIECKHAFER, SCHIFFER LLP Service code 10 · EIN 81-5052000 | Accounting | $18,800 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $7,487 |
STRATEGIC ADVISORS, INC.5+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,257 |
Service code 13 · EIN 04-2647786 | Contract Administrator | $2,685 |
PENSION ASSURANCE LLP2 years 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 | $108,123 | $54,590+98.1% | $81,726+32.3% | $73,497+47.1% |
| Participation rate | 88.7% | 68.3%+20.4pp | 72.0%+16.7pp | 70.7%+18.1pp |
| Annual return | 17.84% | 17.74%+0.1pp | 29.49%-11.7pp | 28.51%-10.7pp |
| Employer contribution / active EE | $1,231 | $1,636-24.7% | $4,311-71.4% | $2,270-45.8% |
| Participant deferral / active EE | $7,879 | $2,759+185.6% | $7,108+10.8% | $3,740+110.7% |
| Admin fee / account holder | $166 | $592-71.9% | $5,160-96.8% | $513-67.6% |