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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $524,275 |
LOCAL 68 ENG UNION WELFARE FD1+ years Service code 13 · EIN 22-1550500 | Contract Administrator | $165,900 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $46,584 |
WASILEWSKI & KEATING PC1+ years Service code 10 · EIN 22-2676761 | Accounting | $30,398 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $21,643 |
ORANSKY SCARAGGI & BORG P.C.1+ years Filed as: ORANSKY SCARAGGI & BORG PC Service code 29 · EIN 22-3522685 | Legal | $18,532 |
LOCAL 68 ENG UNION EDUCATION FD1+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $7,777 |
THE GMS GROUP LLC1+ years Service code 33 · EIN 77-0606720 | Securities brokerage; Other investmen... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,422 | $31,370+220.1% | $74,577+34.7% | $63,975+57.0% |
| Participation rate | 100.0% | 42.6%+57.4pp | 68.1%+31.9pp | 71.1%+28.9pp |
| Annual return | 0.10% | -105.16%+105.3pp | 20.47%-20.4pp | 48.65%-48.6pp |
| Employer contribution / active EE | $6,637 | $822+707.4% | $2,525+162.8% | $2,182+204.2% |
| Participant deferral / active EE | $0 | $1,560-100.0% | $3,458-100.0% | $3,356-100.0% |
| Admin fee / account holder | $153 | $77+99.3% | $4,138-96.3% | $70+117.3% |