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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $139,848 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $23,900 |
LPL FINANCIAL1+ years Service code 16 · EIN 04-3046611 | Consulting | $8,250 |
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 | $114,557 | $88,324+29.7% | $115,038-0.4% | $55,191+107.6% |
| Participation rate | 87.0% | 72.5%+14.5pp | 81.4%+5.6pp | 69.2%+17.8pp |
| Annual return | -0.45% | 6.30%-6.7pp | 26.14%-26.6pp | 10.78%-11.2pp |
| Employer contribution / active EE | $2,358 | $2,805-15.9% | $4,608-48.8% | $1,899+24.2% |
| Participant deferral / active EE | $8,040 | $5,042+59.5% | $6,026+33.4% | $3,046+163.9% |
| Admin fee / account holder | $161 | $105+52.4% | $8,175-98.0% | $91+76.9% |