Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 19 200 CAMPUS DRIVE, SUITE 220 · FLORHAM PARK, NJ 07932 | Securities Custodian | $82,139 |
Filed as: SAVASTA & COMPANY, INC. Service code 11 · EIN 13-3879559 60 BOARD STREET, 37TH FLOOR · NEW YORK, NY 10004 | Actuarial | $22,000 |
Filed as: MARRINAN & MAZZOLA MARDON, P.C. Service code 29 · EIN 13-3303633 25 BROADWAY, 17TH FLOOR · NEW YORK, NY 10004 | Legal | $15,713 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $223,684-100.0% | $280,855-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 29.2%-29.2pp | 21.6%-21.6pp | 46.4%-46.4pp |
| Annual return | -9.45% | -1.44%-8.0pp | -0.70%-8.8pp | -82.66%+73.2pp |
| Employer contribution / active EE | $46,258 | $37,071+24.8% | $28,903+60.0% | $43,771+5.7% |
| Participant deferral / active EE | $0 | $77-100.0% | $148-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $2,223-100.0% | $1,852-100.0% | $11,204-100.0% |