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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 41-1650794 | Bank Trustee | $65,345 |
AUXIANT3+ years Service code 13 · EIN 42-1246202 | Contract Administrator | $46,884 |
PDCM INSURANCE3+ years Service code 22 · EIN 42-1362866 | Insurance Broker | $9,750 |
BERGANKDV LTD3+ years Filed as: BERGANKDV LTD. Service code 10 · EIN 41-1431613 | Accounting | $9,000 |
EMPLOYEE FRINGES AUDIT COMPANY3+ years Service code 10 · EIN 42-1122328 | Accounting | $6,300 |
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 | $38,808 | $56,443-31.2% | $83,850-53.7% | $55,725-30.4% |
| Participation rate | 77.2% | 72.0%+5.2pp | 76.1%+1.1pp | 70.9%+6.4pp |
| Annual return | 6.84% | 393.67%-386.8pp | 850.92%-844.1pp | 244.93%-238.1pp |
| Employer contribution / active EE | $3,848 | $2,682+43.5% | $3,631+6.0% | $2,078+85.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $149 | $156-4.6% | $5,478-97.3% | $115+29.4% |