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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $286,363 |
TIC INTERNATIONAL CORPORATION3+ years Service code 14 · EIN 13-2600875 | Plan Administrator | $163,053 |
WILLIAMS MCCARTHY, LLP3+ years Service code 29 · EIN 20-5568874 | Legal | $147,733 |
MEKETA INVESTMENT GROUP3+ years Filed as: MEKETA GROUP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $125,000 |
DOLAN MCENIRY CAPITAL MANAGEMENT3+ years Service code 28 · EIN 36-4169967 | Investment Management | $83,235 |
RICHARD J. WOLF & COMPANY3+ years Filed as: RICHARD WOLF & COMPANY, INC. Service code 10 · EIN 36-3182363 | Accounting | $77,299 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance services; Insurance brokera... | $25,519 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $25,351 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $20,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,538 | $104,281-64.0% | $140,019-73.2% | $68,904-45.5% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.5%+12.5pp | 74.1%+25.9pp |
| Annual return | -0.29% | -1.33%+1.0pp | 651.19%-651.5pp | 1.07%-1.4pp |
| Employer contribution / active EE | $2,639 | $4,070-35.2% | $5,605-52.9% | $2,540+3.9% |
| Participant deferral / active EE | $0 | $6,129-100.0% | $6,927-100.0% | $4,015-100.0% |
| Admin fee / account holder | $96 | $79+22.3% | $10,705-99.1% | $71+35.1% |