| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $275,498 |
Service code 13 · EIN 45-0173185 | Contract Administrator | $202,200 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 17 · EIN 91-0675641 | Pension Consulting | $45,440 |
KUTAK ROCK LLP1 year Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $38,513 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $20,645 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,040 | $60,396+59.0% | $83,831+14.6% | $75,289+27.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -5.05% | 3.84%-8.9pp | 850.99%-856.0pp | -0.04%-5.0pp |
| Employer contribution / active EE | $4,961 | $3,343+48.4% | $3,631+36.6% | $2,405+106.3% |
| Participant deferral / active EE | $411 | $2,922-85.9% | $4,082-89.9% | $3,739-89.0% |
| Admin fee / account holder | $185 | $141+31.2% | $5,479-96.6% | $102+81.1% |