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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $110,615 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $71,221 |
Filed as: ARCARA ZUCARELLI LENDA & ASSOC Service code 10 · EIN 47-1793720 | Accounting | $31,123 |
Service code 11 · EIN 25-1778001 | Actuarial | $28,200 |
GINA GILSDORF1 year Filed as: GINA APPOLONEY Service code 30 · EIN 16-0905097 | Employee (plan) | $25,806 |
LIPSITZ GREEN SCIME & CAMBRIA2+ years Service code 29 · EIN 16-0905097 | Legal | $20,218 |
JBM COMPUTER CONSULTANTS2+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $6,444 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 8.35% | 12.23%-3.9pp | 10.36%-2.0pp | 13.95%-5.6pp |
| Employer contribution / active EE | $22,603 | $18,059+25.2% | $37,738-40.1% | $16,598+36.2% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |