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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $17,068 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $9,675 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $2,742 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $1,441 |
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,851 | $29,507-90.3% | $56,025-94.9% | $77,762-96.3% |
| Participation rate | 30.0% | 32.7%-2.8pp | 52.5%-22.6pp | 70.6%-40.6pp |
| Annual return | 10.38% | 18.90%-8.5pp | 1712.69%-1702.3pp | 31.27%-20.9pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $162 | $1,062-84.8% | $1,955-91.7% | $4,651-96.5% |
| Admin fee / account holder | $70 | $1,041-93.3% | $2,828-97.5% | $433-83.8% |