Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 27 · EIN 94-1347393 21 SOUTH STREET · MORRISTOWN, NJ 07960 | Advisory (Plan) | $1,912,355 |
STACEY BRAUN ASSOCIATES, INC.5+ years Service code 51 · EIN 13-2889432 | Investment Mgmt Fees | $466,934 |
UFCW LOCAL 15+ years Service code 49 · EIN 15-0559586 | Other Services | $122,660 |
BAIRD FUNDS5+ years Filed as: ROBERT MANEGOLD Service code 30 · EIN 22-6051600 | Employee (plan) | $119,742 |
MURPHY ANDERSON PLLC5+ years Service code 29 · EIN 26-3092374 | Legal | $116,692 |
Service code 18 · EIN 13-5674085 | Investment management; Custodial (oth... | $99,570 |
JOANNE LANGONE5+ years Filed as: JOANNE PISCITELLI Service code 30 · EIN 22-6051600 | Employee (plan) | $63,199 |
SAVASTA AND COMPANY, INC.5+ years Filed as: SAVASTA & CO Service code 11 · EIN 13-3879959 | Actuarial | $58,560 |
ROSENBERG RICH BAKER BERMAN5+ years Service code 10 · EIN 22-3271252 | Accounting | $58,125 |
UMBERTO MARICONDA5+ years Service code 30 · EIN 22-6051600 | Employee (plan) | $51,029 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $177,834-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 21.64% | 1023.85%-1002.2pp | 11.67%+10.0pp | 1023.85%-1002.2pp |
| Employer contribution / active EE | $1,401 | $11,605-87.9% | $28,376-95.1% | $11,605-87.9% |
| Participant deferral / active EE | $0 | $275-100.0% | $46-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $15,617-100.0% | - |