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| Provider | Service type | Compensation |
|---|---|---|
ROMOLO & ASSOCIATES4+ years Service code 10 · EIN 37-1077733 | Accounting | $36,535 |
INVESCO4+ years Service code 28 · EIN 84-0591534 | Investment Management | $32,828 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $29,500 |
HARVEY & STUCKEL4+ years Service code 29 · EIN 37-1064984 | Legal | $16,730 |
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 16 | Consulting | $10,295 |
WELLS FARGO BANK, N.A.4+ 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 | $34,346 | $66,051-48.0% | $92,909-63.0% | $77,775-55.8% |
| Participation rate | 95.2% | 81.0%+14.2pp | 76.0%+19.2pp | 73.2%+22.0pp |
| Annual return | 3.86% | 20.69%-16.8pp | 109.44%-105.6pp | 32.58%-28.7pp |
| Employer contribution / active EE | $5,549 | $3,426+62.0% | $3,653+51.9% | $2,504+121.6% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $77 | $148-48.2% | $5,795-98.7% | $100-23.4% |