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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,171 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $11,760 |
Annual investment return 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 | $58,493 | $102,429-42.9% | $147,096-60.2% | $80,925-27.7% |
| Participation rate | 85.4% | 75.9%+9.5pp | 82.2%+3.2pp | 67.7%+17.7pp |
| Annual return | 11.53% | 135.02%-123.5pp | 419.75%-408.2pp | 35.65%-24.1pp |
| Employer contribution / active EE | $2,433 | $3,716-34.5% | $4,936-50.7% | $2,756-11.7% |
| Participant deferral / active EE | $6,186 | $6,649-7.0% | $8,071-23.4% | $4,299+43.9% |
| Admin fee / account holder | $247 | $7,957-96.9% | $13,005-98.1% | $6,940-96.4% |