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| Provider | Service type | Compensation |
|---|---|---|
KATZ, SAPPER & MILLER1 year Service code 16 · EIN 35-1090346 | Consulting | $9,217 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,003 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $7,650 |
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 | $70,434 | $75,284-6.4% | $91,004-22.6% | $69,631+1.2% |
| Participation rate | 96.4% | 80.4%+16.0pp | 75.6%+20.8pp | 70.7%+25.8pp |
| Annual return | 14.95% | 48.40%-33.5pp | 4.60%+10.3pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $2,686 | $2,473+8.6% | $2,456+9.4% | $2,032+32.2% |
| Participant deferral / active EE | $2,775 | $3,700-25.0% | $3,548-21.8% | $3,224-13.9% |
| Admin fee / account holder | $59 | $111-46.6% | $5,417-98.9% | $110-46.6% |