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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $354,149 |
LOCAL 68 ENG UNION WELFARE FD2+ years Service code 13 · EIN 22-1550500 | Contract Administrator | $220,630 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $62,949 |
COMERICA BANK1 year Service code 19 · EIN 42-1741646 | Securities Custodian | $49,094 |
WASILEWSKI & KEATING PC2+ years Service code 10 · EIN 22-2676761 | Accounting | $26,229 |
ORANSKY SCARAGGI & BORG P.C.2+ years Filed as: ORANSKY SCARAGGI & BORG PC Service code 29 · EIN 22-3522685 | Legal | $17,453 |
LOCAL 68 ENG UNION EDUCATION FD2+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $11,898 |
BENESYS, INC.2+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $9,825 |
THE GMS GROUP LLC2+ years Service code 33 · EIN 77-0606720 | Other investment fees and expenses; O... | $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 | $102,558 | $35,598+188.1% | $81,473+25.9% | $177,276-42.1% |
| Participation rate | 99.9% | 43.3%+56.6pp | 68.0%+32.0pp | 74.8%+25.1pp |
| Annual return | 9.16% | 22.81%-13.6pp | 38.78%-29.6pp | 21.25%-12.1pp |
| Employer contribution / active EE | $6,146 | $903+580.6% | $2,568+139.4% | $2,479+147.9% |
| Participant deferral / active EE | $0 | $1,276-100.0% | $3,537-100.0% | $3,881-100.0% |
| Admin fee / account holder | $127 | $82+55.2% | $4,561-97.2% | $154-17.9% |