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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $32,380 |
O'DONOGHUE & O'DONOGHUE1+ years Filed as: ODONOGHUE & ODONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $17,065 |
SALTER & COMPANY, LLC1+ years Service code 10 · EIN 20-8078757 | Accounting | $15,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,243 | $57,921+16.1% | $84,753-20.7% | $57,658+16.6% |
| Participation rate | 56.9% | 72.9%-16.0pp | 76.6%-19.7pp | 70.2%-13.3pp |
| Annual return | -0.64% | 10.24%-10.9pp | 22.78%-23.4pp | 5.13%-5.8pp |
| Employer contribution / active EE | $3,265 | $2,598+25.7% | $3,574-8.7% | $1,974+65.4% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $298 | $130+129.9% | $5,333-94.4% | $95+215.4% |