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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK Service code 27 · EIN 94-1347393 21 SOUTH STREET · MORRISTOWN, NJ 07960 | Advisory (Plan) | $1,553,533 |
STACEY BRAUN ASSOCIATES, INC.7+ years Service code 51 · EIN 13-2889432 | Investment Mgmt Fees | $1,118,308 |
Service code 18 · EIN 13-5674085 | Custodial (other than securities); In... | $505,829 |
UFCW LOCAL 17+ years Service code 49 · EIN 15-0559586 | Other Services | $147,871 |
MURPHY ANDERSON PLLC7+ years Service code 29 · EIN 26-3092374 | Legal | $115,607 |
JOANNE LANGONE7+ years Filed as: JOANNE PISCITELLI Service code 30 · EIN 22-6051600 | Employee (plan) | $73,322 |
ROSENBERG RICH BAKER BERMAN7+ years Service code 10 · EIN 22-3271252 | Accounting | $63,407 |
SAVASTA AND COMPANY, INC.7+ years Filed as: SAVASTA & CO Service code 11 · EIN 13-3879959 | Actuarial | $60,025 |
UMBERTO MARICONDA7+ years Service code 30 · EIN 22-6051600 | Employee (plan) | $58,435 |
MICHAEL TORTORELLI5 years Service code 30 · EIN 22-6051600 | Employee (plan) | $57,246 |
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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 | $161,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 0.0%0pp |
| Annual return | 21.35% | 19.39%+2.0pp | 10.41%+10.9pp | 19.39%+2.0pp |
| Employer contribution / active EE | $1,506 | $8,446-82.2% | $31,248-95.2% | $8,446-82.2% |
| Participant deferral / active EE | $0 | $353-100.0% | $4-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $1,130-100.0% | - |