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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 39-1859759 | Advisory (Participants) | $35,000 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO INST RETIREMENT & TRUST Service code 27 · EIN 39-1016455 | Advisory (Plan) | $27,730 |
QUARLES & BRADY LLP6+ years Service code 29 · EIN 39-0432630 | Legal | $26,615 |
WILSON-MCSHANE CORPORATION2 years Service code 13 · EIN 41-0956552 | Contract Administrator | $20,029 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC Service code 49 · EIN 23-2182079 | Other Services | $15,078 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $10,900 |
Filed as: SECURIAN FINANCIAL GROUP Service code 15 · EIN 41-0417830 | Recordkeeping | $578 |
Participant contribution per participant 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 | $37,971 | $88,770-57.2% | $109,163-65.2% | $93,010-59.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 23.78% | 60.64%-36.9pp | 25.75%-2.0pp | 158.70%-134.9pp |
| Employer contribution / active EE | $1,835 | $3,780-51.4% | $3,723-50.7% | $2,705-32.2% |
| Participant deferral / active EE | $75 | $3,630-97.9% | $4,654-98.4% | $4,561-98.4% |
| Admin fee / account holder | $159 | $172-7.5% | $6,754-97.6% | $152+5.1% |