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 | $36,002-63.7% | $161,489-91.9% | $64,728-79.8% |
| Participation rate | 87.9% | 57.4%+30.5pp | 78.7%+9.2pp | 57.9%+30.0pp |
| Annual return | 11.25% | 33.93%-22.7pp | 89.72%-78.5pp | 49.38%-38.1pp |
| Employer contribution / active EE | $849 | $1,380-38.4% | $4,268-80.1% | $2,243-62.1% |
| Participant deferral / active EE | $2,542 | $1,815+40.0% | $5,630-54.9% | $2,729-6.9% |
| Admin fee / account holder | $94 | $931-89.9% | $16,006-99.4% | $1,145-91.8% |