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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $182,466 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $74,601 |
DOROTHY URBAN2+ years Service code 30 · EIN 51-0157873 | Employee (plan) | $35,700 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $21,000 |
O'CONNOR & MANGAN, P.C.2+ years Service code 29 · EIN 11-2558033 | Legal | $16,437 |
MICHAEL A. JACOBSON, CPA2+ years Service code 10 · EIN 11-2516673 | Accounting | $7,850 |
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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 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | 4.79% | 3.81%+1.0pp | 4.07%+0.7pp | 7.18%-2.4pp |
| Employer contribution / active EE | $4,128 | $14,300-71.1% | $36,235-88.6% | $13,095-68.5% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |