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| Provider | Service type | Compensation |
|---|---|---|
EVERCORE TRUST COMPANY4 years Filed as: EVERCORE TRUST Service code 21 · EIN 26-4691954 | Bank Trustee | $52,436 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 34-1542819 | Investment Management | $50,317 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 27 60 S 6TH ST. · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $15,000 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $13,314 |
THE BANK OF NEW YORK MELLON5+ years Filed as: MELLON TRUST Service code 28 · EIN 33-0481102 | Investment Management | $13,199 |
Service code 28 · EIN 54-1947440 | Investment Management | $7,591 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $408 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,600 | $69,383+259.7% | $101,275+146.5% | $73,497+239.6% |
| Participation rate | 93.8% | 68.4%+25.4pp | 75.8%+18.0pp | 70.7%+23.1pp |
| Annual return | -0.06% | 18.46%-18.5pp | 46.48%-46.5pp | 28.51%-28.6pp |
| Employer contribution / active EE | $21,484 | $2,628+717.4% | $3,660+487.0% | $2,270+846.4% |
| Participant deferral / active EE | $6,879 | $3,301+108.4% | $4,371+57.4% | $3,740+83.9% |
| Admin fee / account holder | $745 | $704+5.9% | $5,948-87.5% | $513+45.2% |