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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $132,098 |
ROMOLO & ASSOCIATES2 years Filed as: ROMOLO & ASSOCIATES, CPA'S Service code 10 · EIN 37-1077733 | Accounting | $15,992 |
MCCARTHY CALLAS & FEENEY PC3+ years Filed as: MCCARTHY CALLAS & FEENEY Service code 29 · EIN 36-4184033 | Legal | $6,435 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,111 | $60,545+228.9% | $92,240+115.9% | $69,631+186.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 14.11% | 19.71%-5.6pp | 176.29%-162.2pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $11,059 | $2,633+320.0% | $3,680+200.5% | $2,032+444.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $289 | $145+99.3% | $5,194-94.4% | $110+161.3% |