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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 15 TPOT-MAC H0006-08R · ST. LOUIS, MO 63103 | Recordkeeping | $12,324 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,485 |
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 | $16,674 | $91,424-81.8% | $135,942-87.7% | $71,495-76.7% |
| Participation rate | 99.1% | 75.7%+23.4pp | 81.9%+17.1pp | 67.9%+31.1pp |
| Annual return | 18.96% | 29.90%-10.9pp | 68.28%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,833 | $3,704-50.5% | $4,858-62.3% | $2,589-29.2% |
| Participant deferral / active EE | $2,769 | $7,092-61.0% | $7,759-64.3% | $4,291-35.5% |
| Admin fee / account holder | $60 | $1,266-95.2% | $10,764-99.4% | $1,588-96.2% |