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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $182,608 |
BEACON POINTE ADVISORS LLC6+ years Filed as: BEACON FINANCIAL PARTNERS Service code 16 · EIN 45-4846725 | Consulting | $46,028 |
GATEWAY WEALTH, INC.2 years Filed as: GATEWAY WEALTH INC Service code 16 · EIN 34-1717234 | Consulting | $30,686 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,576 | $105,190-13.9% | $98,907-8.4% | $90,288+0.3% |
| Participation rate | 98.8% | 86.4%+12.5pp | 76.0%+22.8pp | 73.4%+25.5pp |
| Annual return | 12.59% | 18.52%-5.9pp | 196.43%-183.8pp | 53.97%-41.4pp |
| Employer contribution / active EE | $2,255 | $3,831-41.1% | $2,689-16.1% | $2,524-10.7% |
| Participant deferral / active EE | $5,533 | $5,616-1.5% | $4,244+30.4% | $4,232+30.7% |
| Admin fee / account holder | $183 | $97+88.0% | $6,642-97.2% | $114+60.5% |