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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 27 · EIN 94-1347393 21 SOUTH STREET · MORRISTOWN, NJ 07960 | Advisory (Plan) | $1,777,671 |
STACEY BRAUN ASSOCIATES, INC.2+ years Service code 51 · EIN 13-2889432 | Investment Mgmt Fees | $321,317 |
UFCW LOCAL 12+ years Service code 49 · EIN 15-0559586 | Other Services | $119,760 |
BAIRD FUNDS2+ years Filed as: ROBERT MANEGOLD Service code 30 · EIN 22-6051600 | Employee (plan) | $110,778 |
JAMES A. REICHERT2+ years Filed as: JAMES MEECE Service code 30 · EIN 22-6051600 | Employee (plan) | $91,198 |
DIANE FITZBERGER2+ years Filed as: DIANE BOTTA Service code 30 · EIN 22-6051600 | Employee (plan) | $85,395 |
MURPHY ANDERSON PLLC2+ years Service code 29 · EIN 26-3092374 | Legal | $82,454 |
Service code 18 · EIN 13-5674085 | Custodial (other than securities); Se... | $76,447 |
TD WEALTH MANAGEMENT2+ years Filed as: TD BANK, N.A. Service code 51 · EIN 03-0326281 | Investment Mgmt Fees | $58,834 |
SAVASTA AND COMPANY, INC.2+ 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 | $57,821-100.0% | $139,743-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 22.6%-22.6pp | 5.5%-5.5pp |
| Annual return | 7.39% | 5.86%+1.5pp | 4.96%+2.4pp | 5.86%+1.5pp |
| Employer contribution / active EE | $1,135 | $10,137-88.8% | $29,749-96.2% | $10,137-88.8% |
| Participant deferral / active EE | $0 | $492-100.0% | $26-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $3,369-100.0% | $387-100.0% |