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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $349,178 |
LOCAL 68 ENG UNION WELFARE FD1+ years Filed as: LOCAL 68 ENG UNION WELFARE FUND Service code 13 · EIN 22-1550500 | Contract Administrator | $145,587 |
WASILEWSKI & KEATING PC1+ years Service code 10 · EIN 22-2676761 | Accounting | $43,991 |
ORANSKY SCARAGGI & BORG P.C.1+ years Service code 29 · EIN 22-3522685 | Legal | $32,243 |
DERYDER PLANS1+ years Filed as: DERYDER PLANS INC Service code 11 · EIN 22-3082451 | Actuarial | $32,175 |
RELIANCE TRUST COMPANY1+ years Service code 15 · EIN 58-1428634 | Recordkeeping | $25,496 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $19,377 |
LOCAL 68 ENG UNION EDUCATION FD1+ years Service code 13 · EIN 22-6066637 | Contract Administrator | $6,827 |
NEXT WAVE WEB1+ years Service code 36 · EIN 20-1072552 | Copying and duplicating; Participant ... | $5,138 |
THE GMS GROUP LLC1+ years Service code 33 · EIN 77-0606720 | Other commissions; Securities brokera... | $0 |
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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 | $381,942,733-100.0% | $176,816-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.2%-39.2pp | 0.0%0pp |
| Annual return | -0.55% | 9.19%-9.7pp | 2.89%-3.4pp | 9.19%-9.7pp |
| Employer contribution / active EE | $7,009 | $12,608-44.4% | $39,831-82.4% | $12,608-44.4% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $99-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $478-100.0% | $2,655,710-100.0% |