Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO & COMPANY Service code 64 · EIN 94-1347393 | Recordkeeping Fees | $1,009,826 |
Filed as: WILLIS TOWERS WATSON Service code 65 · EIN 53-0181291 | Account Maintenance | $788,135 |
LSV ASSET MANAGEMENT1 year Service code 28 · EIN 23-2772200 | Investment Management | $615,303 |
HARDING LOEVNER LP3+ years Service code 28 · EIN 27-0684167 | Investment Management | $534,788 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $515,401 |
Service code 28 · EIN 75-2403190 | Investment Management | $339,340 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $332,963 |
THE BANK OF NEW YORK MELLON3+ years Service code 99 · EIN 13-5160382 | Other Fees | $246,809 |
SHENKMAN CAPITAL MANAGEMENT3+ years Service code 28 · EIN 13-3280361 | Investment Management | $153,546 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 28 · EIN 04-0025081 | Investment Management | $118,608 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 13.66% | 15.82%-2.2pp | 16.78%-3.1pp | 17.84%-4.2pp |
| Employer contribution / active EE | $2,564 | $19,885-87.1% | $26,328-90.3% | $14,688-82.5% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |