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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 41-1650794 | Recordkeeping | $81,811 |
BENEFITS MANAGEMENT GROUP, INC.2+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 12 · EIN 20-0188125 | Claims processing | $60,753 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER Service code 20 · EIN 36-4001764 | Trustee (individual) | $33,025 |
JAMES V GALLERY AND ASSOCIATES2+ years Service code 17 · EIN 20-0188135 | Pension Consulting | $18,200 |
LWBJ, LLP2+ years Service code 10 · EIN 42-1462849 | Accounting | $15,300 |
DAY PITNEY LLP2+ years Filed as: DAY RETTIG MARTIN PC Service code 29 · EIN 42-1386412 | Legal | $11,936 |
O'SULLIVAN ASSOCIATES2+ years Service code 11 · EIN 20-8199367 | Actuarial | $8,350 |
EMPLOYEE FRINGES AUDIT COMPANY2+ years Service code 10 · EIN 42-1122328 | Accounting | $5,775 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.03% | 11.78%-0.7pp | 8.32%+2.7pp | 23.90%-12.9pp |
| Employer contribution / active EE | $7,143 | $11,309-36.8% | $30,793-76.8% | $16,539-56.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |