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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 12 EAST 49TH STREET 26TH FL · NEW YORK, NY 10017 | Recordkeeping | $51,003 |
KOBGO ASSOCIATES1 year Filed as: KOBGO ASSOCIATES INC Service code 10 · EIN 13-2751089 | Accounting | $17,928 |
UAW LOCAL 21792+ years Service code 15 · EIN 13-3693452 629 FIFTH AVENUE SUITE 228 · PELHAM, NY 10803 | Recordkeeping | $15,815 |
GOULD, KOBRICK & SCHLAPP, P.C.2+ years Service code 10 · EIN 13-3082707 3 PARK AVENUE 14TH FL · NEW YORK, NY 10016 | Accounting | $12,500 |
KANE KESSLER PC2+ years Filed as: KANE KESSLER, P.C. Service code 29 · EIN 13-2672411 1350 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Legal | $5,039 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,160 | $71,802-92.8% | $133,975-96.1% | $57,658-91.1% |
| Participation rate | 99.2% | 85.5%+13.8pp | 87.1%+12.2pp | 70.2%+29.0pp |
| Annual return | 2.85% | 13.51%-10.7pp | 29.29%-26.4pp | 5.13%-2.3pp |
| Employer contribution / active EE | $352 | $3,161-88.9% | $5,211-93.2% | $1,974-82.2% |
| Participant deferral / active EE | $222 | $4,606-95.2% | $6,282-96.5% | $3,061-92.7% |
| Admin fee / account holder | $156 | $88+77.8% | $9,324-98.3% | $95+64.9% |