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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 | $159,934-78.6% | $147,005-76.7% | $145,959-76.5% |
| Participation rate | 31.3% | 84.0%-52.7pp | 82.2%-50.9pp | 80.3%-49.0pp |
| Annual return | 9.89% | 98.24%-88.3pp | 418.76%-408.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $1,220 | $5,287-76.9% | $4,934-75.3% | $4,661-73.8% |
| Participant deferral / active EE | $4,174 | $8,427-50.5% | $8,070-48.3% | $6,689-37.6% |
| Admin fee / account holder | $242 | $15,053-98.4% | $13,006-98.1% | $13,398-98.2% |