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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 27 · EIN 34-1753575 | Advisory (Plan) | $52,500 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO RETIREMENT Service code 15 | Recordkeeping | $34,316 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,427 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,506 | $37,117+108.8% | $147,617-47.5% | $55,191+40.4% |
| Participation rate | 77.7% | 63.6%+14.0pp | 84.6%-7.0pp | 69.2%+8.5pp |
| Annual return | 0.56% | 3.44%-2.9pp | 61.98%-61.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $3,156 | $1,620+94.8% | $5,564-43.3% | $1,899+66.2% |
| Participant deferral / active EE | $3,826 | $1,985+92.7% | $4,895-21.8% | $3,046+25.6% |
| Admin fee / account holder | $261 | $86+205.0% | $11,612-97.8% | $91+187.4% |