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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $268,394 |
TIC INTERNATIONAL CORPORATION1+ years Service code 14 · EIN 13-2600875 | Plan Administrator | $155,937 |
DOLAN MCENIRY CAPITAL MANAGEMENT1+ years Service code 28 · EIN 36-4169967 | Investment Management | $96,712 |
WILLIAMS MCCARTHY, LLP1+ years Service code 29 · EIN 20-5568874 | Legal | $82,117 |
MEKETA INVESTMENT GROUP1+ years Filed as: MEKETA GROUP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $72,500 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD WOLF & COMPANY, INC. Service code 10 · EIN 36-3182363 | Accounting | $61,407 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 17 · EIN 46-0619194 | Pension Consulting | $29,804 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $24,713 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $20,000 |
BRECKINRIDGE CAPITAL ADVISORS1+ years Filed as: BRECKINRIDGE CAPITAL ADVISORS, INC. Service code 28 · EIN 04-3188271 | Investment Management | $6,261 |
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 | $34,306 | $82,683-58.5% | $133,975-74.4% | $65,292-47.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.1%+12.9pp | 72.4%+27.6pp |
| Annual return | 3.06% | 9.63%-6.6pp | 29.29%-26.2pp | 11.84%-8.8pp |
| Employer contribution / active EE | $2,555 | $3,583-28.7% | $5,211-51.0% | $2,302+11.0% |
| Participant deferral / active EE | $0 | $5,190-100.0% | $6,282-100.0% | $3,579-100.0% |
| Admin fee / account holder | $84 | $66+27.2% | $9,324-99.1% | $57+45.7% |