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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $26,369 |
PARKE, GUPTILL & COMPANY, LLP2+ years Service code 10 · EIN 95-3378831 | Accounting | $7,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,969 | $37,044-75.8% | $71,796-87.5% | $57,658-84.4% |
| Participation rate | 88.5% | 61.1%+27.4pp | 69.1%+19.4pp | 70.2%+18.3pp |
| Annual return | 14.46% | 12.64%+1.8pp | 78.04%-63.6pp | 5.13%+9.3pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,821 | $1,974-7.8% | $2,794-34.8% | $3,061-40.5% |
| Admin fee / account holder | $106 | $101+5.1% | $4,815-97.8% | $95+12.2% |