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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $824,066 |
FRANCIS INVESTMENT COUNCIL4 years Filed as: FRANCIS INVESTMENTS COUNSEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $255,042 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,456 | $164,350-85.1% | $95,968-74.5% | $106,273-77.0% |
| Participation rate | 84.4% | 90.5%-6.1pp | 77.1%+7.3pp | 70.8%+13.6pp |
| Annual return | 11.63% | 14.56%-2.9pp | 91.65%-80.0pp | 21.70%-10.1pp |
| Employer contribution / active EE | $790 | $4,292-81.6% | $2,542-68.9% | $2,722-71.0% |
| Participant deferral / active EE | $2,043 | $7,854-74.0% | $4,167-51.0% | $4,601-55.6% |
| Admin fee / account holder | $63 | $65-4.0% | $6,798-99.1% | $78-19.8% |