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| Provider | Service type | Compensation |
|---|---|---|
CORTLAND ASSOCIATES3+ years Filed as: CORTLAND ASSOCIATES, INC. Service code 27 · EIN 43-1504890 8000 MARYLAND AVE., STE. 730 · SAINT LOUIS, MO 63105 | Advisory (Plan) | $56,985 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 23-2384840 31440 NORTHWESTERN HWY TROTT FINCL · FARMINGTON HILLS, MI 48334 | Advisory (Participants) | $16,423 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 2000 WEST CHESTER AVENUE · PURCHASE, NY 10577 | Advisory (Participants) | $6,074 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $409,891 | $150,447+172.4% | $136,298+200.7% | $147,586+177.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.43% | 1049.15%-1026.7pp | 5156.27%-5133.8pp | 578.59%-556.2pp |
| Employer contribution / active EE | $4,762 | $5,256-9.4% | $4,696+1.4% | $4,876-2.3% |
| Participant deferral / active EE | $10,885 | $6,631+64.2% | $6,247+74.2% | $5,439+100.1% |
| Admin fee / account holder | $9,280 | $10,906-14.9% | $9,244+0.4% | $10,886-14.7% |