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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 19 200 CAMPUS DRIVE, SUITE 220 · FLORHAM PARK, NJ 07932 | Securities Custodian | $100,183 |
SAVASTA AND COMPANY, INC.3 years Filed as: SAVASTA & COMPANY, INC. Service code 11 · EIN 13-3879559 60 BOARD STREET, 37TH FLOOR · NEW YORK, NY 10004 | Actuarial | $26,000 |
Filed as: MARRINAN & MAZZOLA MARDON, P.C. Service code 29 · EIN 13-3303633 25 BROADWAY, 17TH FLOOR · NEW YORK, NY 10004 | Legal | $14,938 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & CO. LLP. Service code 10 · EIN 13-1578842 | Accounting | $8,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,100-100.0% | $353,945-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 20.8%-20.8pp | 43.0%-43.0pp |
| Annual return | 11.70% | 9.86%+1.8pp | 10.57%+1.1pp | 259.14%-247.4pp |
| Employer contribution / active EE | $39,621 | $37,630+5.3% | $29,483+34.4% | $41,471-4.5% |
| Participant deferral / active EE | $0 | $54-100.0% | $150-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $505-100.0% | $2,009-100.0% | $21,546-100.0% |