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| Provider | Service type | Compensation |
|---|---|---|
INVESCO1+ years Service code 28 · EIN 84-0591534 | Investment Management | $31,936 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $29,500 |
ROMOLO & ASSOCIATES1+ years Service code 10 · EIN 37-1077733 | Accounting | $20,769 |
HARVEY & STUCKEL1+ years Service code 29 · EIN 37-1064984 | Legal | $15,494 |
WELLS FARGO BANK, N.A.1+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $0 |
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 | $28,494 | $57,921-50.8% | $84,753-66.4% | $57,658-50.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -0.50% | 10.24%-10.7pp | 22.78%-23.3pp | 5.13%-5.6pp |
| Employer contribution / active EE | $7,004 | $2,598+169.5% | $3,574+95.9% | $1,974+254.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $60 | $130-53.7% | $5,333-98.9% | $95-36.5% |