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| Provider | Service type | Compensation |
|---|---|---|
INVESCO2+ years Service code 28 · EIN 84-0591534 | Investment Management | $30,662 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $29,500 |
ROMOLO & ASSOCIATES2+ years Service code 10 · EIN 37-1077733 | Accounting | $25,913 |
HARVEY & STUCKEL2+ years Service code 29 · EIN 37-1064984 | Legal | $16,348 |
WELLS FARGO BANK, N.A.2+ 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 | $29,720 | $221,442-86.6% | $92,240-67.8% | $77,958-61.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 6.79% | 15.65%-8.9pp | 176.29%-169.5pp | 20.87%-14.1pp |
| Employer contribution / active EE | $5,736 | $3,226+77.8% | $3,680+55.9% | $2,310+148.3% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $58 | $210-72.2% | $5,194-98.9% | $97-40.1% |