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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,258 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINAN Service code 26 · EIN 48-1305000 | Advisory (Participants) | $15,033 |
Filed as: VOYA Service code 64 · EIN 71-0294708 PO BOX 99067 · HARTFORD, CT 06199 | Recordkeeping Fees | $0 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,953 | $37,196-70.6% | $154,108-92.9% | $55,725-80.3% |
| Participation rate | 95.0% | 64.1%+30.9pp | 83.0%+12.0pp | 70.9%+24.1pp |
| Annual return | -4.78% | 1319.68%-1324.5pp | 735.21%-740.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $539 | $1,614-66.6% | $5,298-89.8% | $2,078-74.1% |
| Participant deferral / active EE | $612 | $2,068-70.4% | $5,081-87.9% | $3,356-81.8% |
| Admin fee / account holder | $60 | $102-40.6% | $13,411-99.5% | $115-47.6% |