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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $62,979 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $9,160 |
LPL FINANCIAL1+ years Service code 16 · EIN 04-3046611 | Consulting | $8,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,085 | $88,324-55.7% | $115,038-66.0% | $55,191-29.2% |
| Participation rate | 83.4% | 72.5%+10.9pp | 81.4%+2.1pp | 69.2%+14.3pp |
| Annual return | -0.88% | 6.30%-7.2pp | 26.14%-27.0pp | 10.78%-11.7pp |
| Employer contribution / active EE | $3,647 | $2,805+30.0% | $4,608-20.9% | $1,899+92.1% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $69 | $105-35.0% | $8,175-99.2% | $91-24.5% |