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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,244 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $16,113 |
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,049 | $78,781-68.2% | $100,516-75.1% | $73,409-65.9% |
| Participation rate | 84.4% | 80.0%+4.4pp | 79.4%+5.0pp | 72.2%+12.3pp |
| Annual return | 57.55% | 31.69%+25.9pp | 30.89%+26.7pp | 59.29%-1.7pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,915 | $6,537-24.8% | $6,270-21.6% | $3,805+29.2% |
| Admin fee / account holder | $185 | $145+27.6% | $8,081-97.7% | $158+17.4% |