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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 123 SOUTH BROAD STREET · PHILADELPHIA, PA 19109 | Investment Management | $102,371 |
Filed as: BARINGS FOCUSED FUND Service code 28 · EIN 98-0241935 | Investment Management | $87,796 |
ASSET STRATEGY CONSULTANTS4+ years Filed as: ASSET CONSULTING GROUP Service code 27 · EIN 43-1512694 | Advisory (Plan) | $80,000 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $79,426 |
JAMA BARBOUR4+ years Service code 14 · EIN 42-6086687 | Plan Administrator | $73,621 |
BASYS4+ years Filed as: BASYS, INC. Service code 15 · EIN 52-1796473 3700 KOPPERS STREET · BALTIMORE, MD 21227 | Recordkeeping | $65,030 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $63,050 |
FELHABER LARSON4+ years Filed as: FELHABER LARSON FENLON & VOGT Service code 29 · EIN 41-0991071 | Legal | $58,765 |
Service code 28 · EIN 04-2955404 | Investment Management | $53,196 |
PIONEER4+ years Filed as: PIONEER INVESTMENTS Service code 28 · EIN 43-2095408 | Investment Management | $48,537 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -6.62% | 2.02%-8.6pp | -752.26%+745.6pp | 33.37%-40.0pp |
| Employer contribution / active EE | $14,062 | $12,422+13.2% | $31,802-55.8% | $11,253+25.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |