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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $287,799 |
TIC INTERNATIONAL CORPORATION5+ years Service code 14 · EIN 13-2600875 | Plan Administrator | $134,512 |
MEKETA INVESTMENT GROUP5+ years Filed as: MEKETA GROUP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $125,000 |
WILLIAMS MCCARTHY, LLP5+ years Service code 29 · EIN 20-5568874 | Legal | $105,636 |
DOLAN MCENIRY CAPITAL MANAGEMENT5+ years Service code 28 · EIN 36-4169967 | Investment Management | $103,059 |
Service code 13 · EIN 36-2265130 | Contract Administrator | $44,988 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $42,001 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $27,797 |
THE SEGAL COMPANY5+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance services; Insurance brokera... | $24,577 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $20,000 |
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 | $38,369 | $52,155-26.4% | $101,275-62.1% | $106,273-63.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | -0.43% | 13.07%-13.5pp | 46.46%-46.9pp | 21.70%-22.1pp |
| Employer contribution / active EE | $2,329 | $3,414-31.8% | $3,660-36.4% | $2,722-14.5% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $90 | $102-11.3% | $5,948-98.5% | $78+15.0% |