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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $58,320 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $39,459 |
THE BENEFIT PRACTICE7 years Service code 13 · EIN 13-4144565 1055 WASHINGTON BLVD, SUITE 610 · STAMFORD, CT 06901 | Contract Administrator | $19,100 |
Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $3,333 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,645 | $54,193-25.0% | $93,669-56.6% | $77,714-47.7% |
| Participation rate | 93.8% | 63.9%+29.8pp | 68.7%+25.0pp | 70.6%+23.2pp |
| Annual return | 14.14% | 30.54%-16.4pp | 133.59%-119.5pp | 31.26%-17.1pp |
| Employer contribution / active EE | $2,290 | $1,168+96.1% | $2,424-5.5% | $2,727-16.0% |
| Participant deferral / active EE | $6,034 | $3,144+91.9% | $4,416+36.7% | $4,649+29.8% |
| Admin fee / account holder | $213 | $576-63.0% | $8,291-97.4% | $433-50.8% |