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| Provider | Service type | Compensation |
|---|---|---|
INVESCO3+ years Service code 28 · EIN 84-0591534 | Investment Management | $31,349 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $29,500 |
ROMOLO & ASSOCIATES3+ years Service code 10 · EIN 37-1077733 | Accounting | $28,820 |
HARVEY & STUCKEL3+ years Service code 29 · EIN 37-1064984 | Legal | $13,613 |
WELLS FARGO BANK, N.A.3+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,338 | $60,396-46.5% | $83,830-61.4% | $75,289-57.0% |
| Participation rate | 98.8% | 80.7%+18.0pp | 76.1%+22.6pp | 72.4%+26.3pp |
| Annual return | 5.42% | 3.84%+1.6pp | 850.97%-845.6pp | -0.04%+5.5pp |
| Employer contribution / active EE | $5,258 | $3,343+57.3% | $3,631+44.8% | $2,405+118.7% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $62 | $141-56.3% | $5,479-98.9% | $102-39.6% |