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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $197,561 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $58,628 |
DOROTHY URBAN3+ years Service code 30 · EIN 51-0157873 | Employee (plan) | $41,050 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $22,265 |
O'CONNOR & MANGAN, P.C.3+ years Service code 29 · EIN 11-2558033 | Legal | $19,800 |
MICHAEL A. JACOBSON, CPA3+ years Service code 10 · EIN 11-2516673 | Accounting | $6,725 |
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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 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 15.49% | 11.05%+4.4pp | 12.88%+2.6pp | 23.90%-8.4pp |
| Employer contribution / active EE | $3,967 | $15,936-75.1% | $40,010-90.1% | $16,539-76.0% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |