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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $269,263 |
TIC INTERNATIONAL CORPORATION2+ years Service code 14 · EIN 13-2600875 | Plan Administrator | $151,264 |
WILLIAMS MCCARTHY, LLP2+ years Service code 29 · EIN 20-5568874 | Legal | $110,433 |
DOLAN MCENIRY CAPITAL MANAGEMENT2+ years Service code 28 · EIN 36-4169967 | Investment Management | $102,473 |
MEKETA INVESTMENT GROUP2+ years Filed as: MEKETA GROUP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $90,000 |
RICHARD J. WOLF & COMPANY2+ years Filed as: RICHARD WOLF & COMPANY, INC. Service code 10 · EIN 36-3182363 | Accounting | $83,750 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $36,859 |
THE SEGAL COMPANY2+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance brokerage commissions and f... | $30,300 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $24,814 |
BRECKINRIDGE CAPITAL ADVISORS2+ years Filed as: BRECKINRIDGE CAPITAL ADVISORS, INC. Service code 28 · EIN 04-3188271 | Investment Management | $5,355 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,910 | $96,400-59.6% | $149,721-74.0% | $177,276-78.1% |
| Participation rate | 100.0% | 88.9%+11.1pp | 87.1%+12.9pp | 74.8%+25.2pp |
| Annual return | 15.38% | 19.02%-3.6pp | 1501.67%-1486.3pp | 21.25%-5.9pp |
| Employer contribution / active EE | $3,199 | $3,680-13.1% | $5,444-41.2% | $2,479+29.1% |
| Participant deferral / active EE | $0 | $5,510-100.0% | $6,568-100.0% | $3,881-100.0% |
| Admin fee / account holder | $91 | $69+30.8% | $11,282-99.2% | $154-41.1% |