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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $55,389 |
KATZ, SAPPER & MILLER2+ years Filed as: KATZ, SAPPER & MILLER, LLP Service code 10 · EIN 35-1090346 | Accounting | $8,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,066 | $60,545+48.8% | $92,233-2.4% | $69,631+29.3% |
| Participation rate | 58.1% | 72.2%-14.0pp | 76.5%-18.4pp | 70.7%-12.6pp |
| Annual return | 11.00% | 19.71%-8.7pp | 176.28%-165.3pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $1,499 | $2,633-43.1% | $3,679-59.3% | $2,032-26.2% |
| Participant deferral / active EE | $1,689 | $2,828-40.3% | $3,897-56.7% | $3,224-47.6% |
| Admin fee / account holder | $15 | $145-89.4% | $5,194-99.7% | $110-86.1% |