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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 | Recordkeeping | $6,343 |
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $2,431 |
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 | $90,696 | $59,186+53.2% | $76,768+18.1% | $56,287+61.1% |
| Participation rate | 70.8% | 75.2%-4.4pp | 77.0%-6.2pp | 69.9%+0.9pp |
| Annual return | 1.51% | 6.62%-5.1pp | 2.43%-0.9pp | -9.96%+11.5pp |
| Employer contribution / active EE | $1,189 | $1,759-32.4% | $2,485-52.2% | $2,111-43.7% |
| Participant deferral / active EE | $3,261 | $3,255+0.2% | $3,852-15.3% | $3,350-2.7% |
| Admin fee / account holder | $73 | $489-85.1% | $6,675-98.9% | $521-86.0% |