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| Provider | Service type | Compensation |
|---|---|---|
COMPASS RETIREMENT LLC1 year Filed as: COMPASS RETIREMENT CONSULTING GR Service code 99 · EIN 20-4795685 | Other Fees | $13,526 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,816 |
GRAY, GRAY & GRAY2 years Filed as: GRAY, GRAY, AND GRAY LLP Service code 99 · EIN 04-2088368 | Other Fees | $7,000 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $5,400 |
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 | $55,953 | $50,919+9.9% | $155,556-64.0% | $77,762-28.0% |
| Participation rate | 97.1% | 63.1%+34.1pp | 78.2%+18.9pp | 70.6%+26.6pp |
| Annual return | 15.82% | 34.84%-19.0pp | 64.84%-49.0pp | 31.27%-15.4pp |
| Employer contribution / active EE | $3,177 | $1,991+59.5% | $4,675-32.1% | $2,728+16.4% |
| Participant deferral / active EE | $10,014 | $2,824+254.5% | $5,631+77.8% | $4,651+115.3% |
| Admin fee / account holder | $62 | $437-85.9% | $15,885-99.6% | $433-85.7% |