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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO Service code 19 200 CAMPUS DRIVE, SUITE 220 · FLORHAM PARK, NJ 07932 | Securities Custodian | $94,312 |
SAVASTA AND COMPANY, INC.5 years Filed as: SAVASTA & COMPANY, INC. Service code 11 · EIN 13-3879559 60 BOARD STREET, 37TH FLOOR · NEW YORK, NY 10004 | Actuarial | $21,000 |
Filed as: MORGAN STANLEY Service code 19 10 MADISON AVENUE · MORRISTOWN, NJ 07962 | Securities Custodian | $19,487 |
THE SEGAL COMPANY3 years Filed as: BUCHBINDER TUNICK & CO. LLP. Service code 10 · EIN 13-1578842 | Accounting | $8,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $350,051-100.0% | - | $350,051-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.5%-44.5pp |
| Annual return | -14.39% | -7.28%-7.1pp | 22.50%-36.9pp | -14.65%+0.3pp |
| Employer contribution / active EE | $8,032 | $42,083-80.9% | $33,849-76.3% | $46,321-82.7% |
| Participant deferral / active EE | $0 | $13-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,582-100.0% | - | $14,582-100.0% |