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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 27 · EIN 34-1542819 | Advisory (Plan) | $71,969 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 ONE OXFORD CENTRE · PITTSBURGH, PA 15219 | Legal | $12,782 |
DEFINITI LLC3 years Filed as: DEFINITI Service code 11 · EIN 82-1667008 | Actuarial | $7,420 |
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Annual investment return 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 | $318,230-100.0% | $306,246-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 62.9%-62.9pp | 55.9%-55.9pp |
| Annual return | 1.54% | 37.67%-36.1pp | 35.15%-33.6pp | 24.44%-22.9pp |
| Employer contribution / active EE | $0 | $48,360-100.0% | $46,389-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,013-100.0% |