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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 27 · EIN 94-1347393 21 SOUTH STREET · MORRISTOWN, NJ 07960 | Advisory (Plan) | $1,188,489 |
STACEY BRAUN ASSOCIATES, INC.1+ years Service code 51 · EIN 13-2889432 | Investment Mgmt Fees | $314,846 |
UFCW LOCAL 11+ years Service code 49 · EIN 15-0559586 | Other Services | $119,760 |
BAIRD FUNDS1+ years Filed as: ROBERT MANEGOLD Service code 30 · EIN 22-6051600 | Employee (plan) | $112,968 |
JAMES A. REICHERT1+ years Filed as: JAMES MEECE Service code 30 · EIN 22-6051600 | Employee (plan) | $112,428 |
DIANE FITZBERGER1+ years Filed as: DIANE BOTTA Service code 30 · EIN 22-6051600 | Employee (plan) | $89,192 |
Service code 18 · EIN 13-5674085 | Investment management; Securities bro... | $82,529 |
MURPHY ANDERSON PLLC1+ years Service code 29 · EIN 26-3092374 | Legal | $81,449 |
TD WEALTH MANAGEMENT1+ years Filed as: TD BANK, N.A. Service code 51 · EIN 03-0326281 | Investment Mgmt Fees | $57,576 |
SAVASTA AND COMPANY, INC.1+ years Filed as: SAVASTA & CO Service code 11 · EIN 13-3879959 | Actuarial | $57,132 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $192,069-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | 1.25% | 3.11%-1.9pp | -0.79%+2.0pp | 3.11%-1.9pp |
| Employer contribution / active EE | $1,053 | $9,361-88.7% | $28,419-96.3% | $9,361-88.7% |
| Participant deferral / active EE | $0 | $375-100.0% | $37-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $6,324-100.0% | - |