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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage | $47,552 |
KERBER, ECK & BRAECKEL LLP3+ years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 3266 LEXINGTON AVE · CAPE GIRARDEAU, MO 63701 | Accounting | $34,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: INVESTMENT PROF. INC (PERSHING LLC) Service code 27 · EIN 13-2741729 16414 SAN PEDRO AVE · SAN ANTONIO, TX 78232 | Advisory (Plan) | $22,008 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,593 | $123,286-81.7% | $75,501-70.1% | $77,958-71.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.4%+27.6pp | 71.6%+28.4pp |
| Annual return | -0.70% | 20.45%-21.2pp | 27.35%-28.1pp | 20.87%-21.6pp |
| Employer contribution / active EE | $131 | $2,035-93.6% | $2,352-94.4% | $2,310-94.3% |
| Participant deferral / active EE | $0 | $3,095-100.0% | $3,142-100.0% | $3,537-100.0% |
| Admin fee / account holder | $36 | $144-75.1% | $5,801-99.4% | $97-63.1% |