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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $96,400 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $78,311 |
WILLIAM BLAIR1+ years Filed as: WILLIAM GRACE Service code 30 · EIN 16-0776158 | Employee (plan) | $45,489 |
Filed as: ARCARA ZUCARELLI LENDA & ASSOC Service code 10 · EIN 47-1793720 | Accounting | $32,360 |
GINA GILSDORF1+ years Filed as: GINA ALLEN Service code 30 · EIN 16-0776158 | Employee (plan) | $25,309 |
O'SULLIVAN ASSOCIATES1+ years Service code 11 · EIN 27-1837827 | Actuarial | $21,656 |
LIPSITZ GREEN SCIME & CAMBRIA1+ years Service code 29 · EIN 16-0905097 | Legal | $20,792 |
JBM COMPUTER CONSULTANTS1+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $7,353 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | -3.53% | 5.80%-9.3pp | 4.74%-8.3pp | 11.88%-15.4pp |
| Employer contribution / active EE | $32,626 | $15,506+110.4% | $36,089-9.6% | $14,612+123.3% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |