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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 15 TPOT-MAC H0006-08R · ST. LOUIS, MO 63103 | Recordkeeping | $10,033 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,440 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,002 | $84,482-83.4% | $125,363-88.8% | $66,930-79.1% |
| Participation rate | 97.4% | 76.4%+21.0pp | 82.4%+15.0pp | 69.8%+27.6pp |
| Annual return | -8.75% | -8.49%-0.3pp | 572.15%-580.9pp | 1.57%-10.3pp |
| Employer contribution / active EE | $1,494 | $3,553-57.9% | $4,815-69.0% | $2,545-41.3% |
| Participant deferral / active EE | $2,404 | $6,782-64.6% | $7,447-67.7% | $4,238-43.3% |
| Admin fee / account holder | $62 | $685-91.0% | $10,005-99.4% | $593-89.6% |