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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $413,254 |
AMERICAN FUNDS2+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $75,000 |
WITHUMSMITH+BROWN, PC2+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $15,700 |
JELLYVISION LAB, INC.1 year Filed as: THE JELLVISION LAB Service code 49 · EIN 36-4442819 | Other Services | $15,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,416 | $80,211-2.2% | $74,184+5.7% | $63,975+22.6% |
| Participation rate | 98.8% | 84.2%+14.7pp | 76.6%+22.2pp | 71.1%+27.7pp |
| Annual return | 8.01% | 14.13%-6.1pp | 17.74%-9.7pp | 48.65%-40.6pp |
| Employer contribution / active EE | $3,340 | $2,553+30.8% | $2,370+40.9% | $2,182+53.1% |
| Participant deferral / active EE | $5,668 | $4,370+29.7% | $3,550+59.7% | $3,356+68.9% |
| Admin fee / account holder | $94 | $67+39.4% | $5,586-98.3% | $70+33.0% |