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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO Service code 27 · EIN 34-1542819 | Advisory (Plan) | $86,636 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 ONE OXFORD CENTRE · PITTSBURGH, PA 15219 | Legal | $86,382 |
DEFINITI LLC5 years Filed as: DEFINITI Service code 11 · EIN 85-0833363 | Actuarial | $37,380 |
Service code 10 · EIN 25-1690617 | Accounting | $26,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $618,728-100.0% | $618,728-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 47.2%-47.2pp | 37.8%-37.8pp | 27.7%-27.7pp |
| Annual return | 6.19% | 2.43%+3.8pp | 2.61%+3.6pp | 15.59%-9.4pp |
| Employer contribution / active EE | $0 | $37,377-100.0% | $36,531-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $90-100.0% | $87-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $69,555-100.0% | $69,555-100.0% | $21,009-100.0% |