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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $75,000 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $71,981 |
JELLYVISION LAB, INC.1+ years Filed as: JELLYVISION LAB Service code 49 · EIN 36-4442819 | Other Services | $30,000 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES Service code 27 · EIN 06-1685865 | Advisory (Plan) | $21,250 |
WITHUMSMITH+BROWN, PC1+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $20,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,217 | $71,957+5.9% | $67,652+12.7% | $59,188+28.8% |
| Participation rate | 99.2% | 82.7%+16.5pp | 75.7%+23.5pp | 69.4%+29.8pp |
| Annual return | -0.64% | 8.53%-9.2pp | 6625.40%-6626.0pp | 5.51%-6.2pp |
| Employer contribution / active EE | $4,053 | $2,432+66.6% | $2,266+78.9% | $2,098+93.2% |
| Participant deferral / active EE | $5,581 | $4,211+32.5% | $3,560+56.8% | $3,265+71.0% |
| Admin fee / account holder | $151 | $64+135.8% | $4,821-96.9% | $92+64.1% |