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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,200 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $5,325 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,735 | $55,453-50.0% | $170,435-83.7% | $62,293-55.5% |
| Participation rate | 76.4% | 66.4%+10.0pp | 83.6%-7.2pp | 69.5%+6.8pp |
| Annual return | 14.61% | 21.38%-6.8pp | 205.94%-191.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2,080 | $2,164-3.8% | $5,432-61.7% | $2,042+1.9% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $118 | $455-74.2% | $13,881-99.2% | $479-75.5% |