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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,567 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $22,806 |
STONEHENGE CONSULTING, PLC3 years Service code 10 · EIN 61-1441770 | Accounting | $6,500 |
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.
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 | $30,596 | $62,267-50.9% | $110,243-72.2% | $55,725-45.1% |
| Participation rate | 96.6% | 78.1%+18.5pp | 79.8%+16.8pp | 70.9%+25.7pp |
| Annual return | -6.27% | -1.07%-5.2pp | 314.76%-321.0pp | 244.93%-251.2pp |
| Employer contribution / active EE | $441 | $1,941-77.3% | $3,827-88.5% | $2,078-78.8% |
| Participant deferral / active EE | $2,882 | $3,516-18.0% | $4,672-38.3% | $3,356-14.1% |
| Admin fee / account holder | $117 | $121-3.2% | $8,548-98.6% | $115+1.6% |