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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 27 C/O MAYFLOWER ADVISORS LLC · BOSTON, MA 02110 | Advisory (Plan) | $7,000 |
TONNESON & COMPANY, PC2 years Filed as: TONNESON & CO. Service code 10 · EIN 04-2943536 | Accounting | $6,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,901 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $134,356 | $81,474+64.9% | $133,971+0.3% | $73,493+82.8% |
| Participation rate | 97.4% | 76.4%+21.0pp | 79.8%+17.5pp | 70.7%+26.7pp |
| Annual return | 9.47% | 19.40%-9.9pp | 45.09%-35.6pp | 28.51%-19.0pp |
| Employer contribution / active EE | $2,485 | $2,209+12.5% | $3,919-36.6% | $2,270+9.5% |
| Participant deferral / active EE | $6,421 | $3,786+69.6% | $5,047+27.2% | $3,740+71.7% |
| Admin fee / account holder | $88 | $713-87.6% | $8,929-99.0% | $513-82.8% |