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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 19 200 CAMPUS DRIVE, SUITE 220 · FLORHAM PARK, NJ 07932 | Securities Custodian | $92,249 |
SAVASTA AND COMPANY, INC.2 years Filed as: SAVASTA & COMPANY, INC. Service code 11 · EIN 13-3879559 60 BOARD STREET, 37TH FLOOR · NEW YORK, NY 10004 | Actuarial | $20,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $114,874-100.0% | $94,563-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 17.9%-17.9pp | 47.4%-47.4pp |
| Annual return | 17.33% | 16.84%+0.5pp | 16.32%+1.0pp | 12.16%+5.2pp |
| Employer contribution / active EE | $0 | $40,622-100.0% | $31,806-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $211-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $17,640-100.0% |