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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $32,684 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $23,245 |
Service code 55 · EIN 26-4310632 | Other Commissions | $18,734 |
Filed as: FIDELITY INV INST OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $11,419 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,898 | $102,422+222.1% | $147,117+124.2% | $80,959+307.5% |
| Participation rate | 85.9% | 75.9%+10.0pp | 82.2%+3.7pp | 67.7%+18.2pp |
| Annual return | 13.94% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $6,920 | $3,717+86.2% | $4,932+40.3% | $2,757+151.0% |
| Participant deferral / active EE | $9,004 | $6,652+35.4% | $8,065+11.6% | $4,300+109.4% |
| Admin fee / account holder | $182 | $7,953-97.7% | $12,993-98.6% | $6,925-97.4% |