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| Provider | Service type | Compensation |
|---|---|---|
CORTLAND ASSOCIATES4+ years Filed as: CORTLAND ASSOCIATES, INC. Service code 27 · EIN 43-1504890 8000 MARYLAND AVE., STE. 730 · SAINT LOUIS, MO 63105 | Advisory (Plan) | $67,407 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 23-2384840 31440 NORTHWESTERN HWY TROTT FINCL · FARMINGTON HILLS, MI 48334 | Advisory (Participants) | $19,014 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 2000 WEST CHESTER AVENUE · PURCHASE, NY 10577 | Advisory (Participants) | $6,834 |
Filed as: RAYMOND JAMES Service code 26 · EIN 59-1237041 880 CARILLON PARKWAY · SAINT PETERSBURG, FL 33716 | Advisory (Participants) | $5,952 |
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 | $390,231 | $138,075+182.6% | $123,552+215.8% | $135,379+188.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.81% | 153.70%-156.5pp | 119.20%-122.0pp | 519.79%-522.6pp |
| Employer contribution / active EE | $4,545 | $5,152-11.8% | $4,628-1.8% | $4,779-4.9% |
| Participant deferral / active EE | $11,181 | $6,800+64.4% | $6,426+74.0% | $5,609+99.3% |
| Admin fee / account holder | $10,060 | $10,917-7.8% | $9,285+8.4% | $10,828-7.1% |