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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $65,323 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $33,985 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,092 | $55,441-58.3% | $76,002-69.6% | $77,671-70.3% |
| Participation rate | 92.1% | 63.6%+28.5pp | 69.1%+23.0pp | 70.6%+21.5pp |
| Annual return | 13.92% | 17.08%-3.2pp | 360.07%-346.2pp | 31.21%-17.3pp |
| Employer contribution / active EE | $1,869 | $1,789+4.5% | $2,688-30.5% | $2,726-31.4% |
| Participant deferral / active EE | $4,356 | $3,451+26.2% | $4,257+2.3% | $4,648-6.3% |
| Admin fee / account holder | $150 | $407-63.1% | $6,414-97.7% | $430-65.1% |