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| Provider | Service type | Compensation |
|---|---|---|
CORTLAND ASSOCIATES2+ years Filed as: CORTLAND ASSOCIATES, INC. Service code 27 · EIN 43-1504890 8000 MARYLAND AVE., STE. 730 · SAINT LOUIS, MO 63105 | Advisory (Plan) | $56,176 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 23-2384840 31440 NORTHWESTERN HWY TROTT FINCL · FARMINGTON HILLS, MI 48334 | Advisory (Participants) | $14,436 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 2000 WEST CHESTER AVENUE · PURCHASE, NY 10577 | Advisory (Participants) | $5,339 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,435 | $135,956+135.0% | $123,894+157.8% | $273,972+16.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.78% | 56.63%-58.4pp | 47.52%-49.3pp | 41.46%-43.2pp |
| Employer contribution / active EE | $3,409 | $5,170-34.1% | $4,617-26.2% | $4,869-30.0% |
| Participant deferral / active EE | $9,870 | $6,343+55.6% | $5,984+64.9% | $5,287+86.7% |
| Admin fee / account holder | $31,123 | $9,817+217.0% | $8,357+272.4% | $10,133+207.2% |