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| Provider | Service type | Compensation |
|---|---|---|
CORTLAND ASSOCIATES6+ years Filed as: CORTLAND ASSOCIATES, INC. Service code 27 · EIN 43-1504890 8000 MARYLAND AVE., STE. 730 · SAINT LOUIS, MO 63105 | Advisory (Plan) | $95,264 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 23-2384840 31440 NORTHWESTERN HWY TROTT FINCL · FARMINGTON HILLS, MI 48334 | Advisory (Participants) | $20,832 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 2000 WEST CHESTER AVENUE · PURCHASE, NY 10577 | Advisory (Participants) | $7,664 |
Filed as: RAYMOND JAMES Service code 26 · EIN 59-1237041 880 CARILLON PARKWAY · SAINT PETERSBURG, FL 33716 | Advisory (Participants) | $5,374 |
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 | $517,852 | $165,361+213.2% | $149,715+245.9% | $158,950+225.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.70% | 348.24%-332.5pp | 276.66%-261.0pp | 302.91%-287.2pp |
| Employer contribution / active EE | $3,528 | $5,103-30.9% | $4,645-24.0% | $4,762-25.9% |
| Participant deferral / active EE | $8,947 | $7,182+24.6% | $6,842+30.8% | $5,983+49.5% |
| Admin fee / account holder | $16,019 | $10,808+48.2% | $9,310+72.1% | $11,248+42.4% |