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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 | $541,860-100.0% | $541,860-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 36.4%-36.4pp | 33.3%-33.3pp | 35.7%-35.7pp |
| Annual return | 6.19% | 7.66%-1.5pp | 7.71%-1.5pp | 15.19%-9.0pp |
| Employer contribution / active EE | $0 | $40,595-100.0% | $39,519-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $120-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $47,135-100.0% | $47,135-100.0% | $50,584-100.0% |