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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 56-6037687 | Bank Trustee | $36,561 |
BKD, LLP4 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 1829 EASTCHESTER DRIVE · HIGH POINT, NC 27265 | Accounting | $16,500 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC Service code 16 · EIN 59-1237041 PO BOX 23641 · ST. PETERSBURG, FL 33742 | Consulting | $8,444 |
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 | $27,705 | $46,423-40.3% | $75,900-63.5% | $67,582-59.0% |
| Participation rate | 78.7% | 63.1%+15.6pp | 69.3%+9.4pp | 71.3%+7.4pp |
| Annual return | 12.45% | 32.29%-19.8pp | 30.73%-18.3pp | 378.57%-366.1pp |
| Employer contribution / active EE | $1,184 | $1,406-15.8% | $2,501-52.7% | $2,148-44.9% |
| Participant deferral / active EE | $1,266 | $2,564-50.6% | $3,604-64.9% | $3,539-64.2% |
| Admin fee / account holder | $225 | $132+71.0% | $5,421-95.8% | $142+58.3% |