Filed August 14, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TRUSTAGE2 years Service code 15 · EIN 48-1205033 | Recordkeeping | $31,176 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 26 600 W. BROADWAY, ONE AMERICA PLAZA · SAN DIEGO, CA 921013379 | Advisory (Participants) | $11,249 |
PBMARES, LLP3 years Service code 73 701 TOWN CENTER DR. · NEWPORT NEWS, VA 23606 | Other insurance fees and expenses | $6,036 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,068 | $38,165-65.8% | $189,758-93.1% | $69,255-81.1% |
| Participation rate | 87.9% | 66.7%+21.2pp | 79.8%+8.1pp | 69.0%+18.9pp |
| Annual return | 11.25% | 14.65%-3.4pp | 52.62%-41.4pp | 26.73%-15.5pp |
| Employer contribution / active EE | $849 | $1,589-46.6% | $4,767-82.2% | $2,645-67.9% |
| Participant deferral / active EE | $2,542 | $2,073+22.6% | $5,856-56.6% | $2,890-12.1% |
| Admin fee / account holder | $94 | $714-86.9% | $20,388-99.5% | $733-87.2% |