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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $4,803 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 19 200 WEST STREET · NEW YORK, NY 10282 | Securities Custodian | $0 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 19 222 BERKELEY STREET · BOSTON, MA 02116 | Securities Custodian | $0 |
IVY FUNDS1 year Filed as: IVY INVESTMENTS MANAGEMENT COMPANY Service code 19 POST OFFICE BOX 29217 · SHAWNEE MISSION, KS 662019217 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,566 | $54,368+5.9% | $117,039-50.8% | $62,293-7.6% |
| Participation rate | 68.3% | 64.9%+3.4pp | 77.2%-8.9pp | 69.5%-1.2pp |
| Annual return | 16.08% | 21.77%-5.7pp | 18.95%-2.9pp | 28.90%-12.8pp |
| Employer contribution / active EE | $0 | $1,692-100.0% | $3,785-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,521 | $2,269+11.1% | $3,929-35.8% | $3,169-20.5% |
| Admin fee / account holder | $72 | $493-85.3% | $5,974-98.8% | $479-84.9% |