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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN BROTHERS HARRIMAN Service code 27 · EIN 13-4973745 | Advisory (Plan) | $166,368 |
HSBC3+ years Service code 27 · EIN 13-2774727 | Advisory (Plan) | $89,866 |
BPAS3+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $61,161 |
THE WAGNER LAW GROUP2 years Service code 29 · EIN 04-3323315 | Legal | $26,127 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 27 · EIN 94-1347393 | Advisory (Plan) | $16,537 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $12,550 |
ADP BROKER-DEALER3+ years Filed as: ADP Service code 12 · EIN 11-3151378 | Claims processing | $10,103 |
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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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 13.47% | 22.74%-9.3pp | 16.78%-3.3pp | 13.95%-0.5pp |
| Employer contribution / active EE | $3,061 | $16,157-81.1% | $26,328-88.4% | $16,598-81.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |