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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,096 |
THE PENSION DESIGN GROUP3 years Service code 15 · EIN 46-2028188 | Recordkeeping | $12,608 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $11,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,266 | $160,070-78.6% | $147,117-76.7% | $145,897-76.5% |
| Participation rate | 31.3% | 84.0%-52.8pp | 82.2%-50.9pp | 80.3%-49.1pp |
| Annual return | 9.89% | 98.69%-88.8pp | 420.54%-410.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,220 | $5,285-76.9% | $4,932-75.3% | $4,663-73.8% |
| Participant deferral / active EE | $4,174 | $8,419-50.4% | $8,065-48.2% | $6,689-37.6% |
| Admin fee / account holder | $242 | $15,035-98.4% | $12,993-98.1% | $13,390-98.2% |