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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $173,985 |
TIC INTERNATIONAL CORPORATION6+ years Service code 14 · EIN 13-2600875 | Plan Administrator | $149,938 |
MEKETA INVESTMENT GROUP6+ years Filed as: MEKETA GROUP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $125,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $120,427 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $103,350 |
DOLAN MCENIRY CAPITAL MANAGEMENT6+ years Service code 28 · EIN 36-4169967 | Investment Management | $83,612 |
WILLIAMS MCCARTHY, LLP6+ years Service code 29 · EIN 20-5568874 | Legal | $75,776 |
Service code 13 · EIN 36-2265130 | Contract Administrator | $47,472 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $28,658 |
THE SEGAL COMPANY6+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance services; Insurance brokera... | $24,899 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,287 | $65,673-26.5% | $109,191-55.8% | $106,520-54.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 27.38% | 15.69%+11.7pp | 25.76%+1.6pp | 19.28%+8.1pp |
| Employer contribution / active EE | $2,390 | $4,042-40.9% | $3,723-35.8% | $2,840-15.8% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $94 | $107-12.2% | $6,756-98.6% | $75+26.0% |