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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8+ years Service code 49 · EIN 41-0449260 | Other Services | $54,164 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,285 |
GUTIERREZ, MARTINEZ & CO LLP8+ years Service code 10 · EIN 46-4553305 | Accounting | $15,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,425,075-100.0% | $7,193,366-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 9.19% | 11.98%-2.8pp | 78.53%-69.3pp | 22.81%-13.6pp |
| Employer contribution / active EE | $6,187 | $19,973-69.0% | $31,607-80.4% | $18,290-66.2% |
| Participant deferral / active EE | $315 | $2,176-85.5% | $101+212.9% | $603-47.8% |
| Admin fee / account holder | $0 | $226,166-100.0% | $75,389-100.0% | $85,222-100.0% |