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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 15 1 N. JEFFERSON AVE. · ST. LOUIS, MO 63103 | Recordkeeping | $28,657 |
ASCENSUS LLC5 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $27,143 |
HEALTHSCOPE BENEFITS5 years Service code 13 · EIN 71-0847266 | Contract Administrator | $23,413 |
Service code 10 · EIN 31-0800053 | Accounting | $9,022 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,000 | $93,010-75.3% | $96,538-76.2% | $74,473-69.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 13.76% | 37.50%-23.7pp | 35.74%-22.0pp | 34.36%-20.6pp |
| Employer contribution / active EE | $2,658 | $3,427-22.5% | $3,740-28.9% | $2,638+0.7% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $184 | $633-71.0% | $6,737-97.3% | $347-47.0% |