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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 1525 WEST WT HARRIS BLVD · CHARLOTTE, NC 282628522 | Recordkeeping | $87,568 |
O'DONOGHUE & O'DONOGHUE3 years Filed as: ODONOGHUE & ODONOGHUE Service code 29 · EIN 53-0120528 325 CHESTNUT STREET, SUITE 515 · PHILADELPHIA, PA 19106 | Legal | $6,967 |
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 | $62,583 | $91,517-31.6% | $101,271-38.2% | $73,412-14.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 3.73% | 17.17%-13.4pp | 46.48%-42.8pp | 59.30%-55.6pp |
| Employer contribution / active EE | $5,614 | $2,877+95.1% | $3,660+53.4% | $2,234+151.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $173 | $216-19.6% | $5,948-97.1% | $158+9.9% |