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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,464-71.9% | $150,298-91.3% | $79,634-83.6% |
| Participation rate | 87.9% | 57.0%+30.9pp | 77.8%+10.1pp | 62.5%+25.4pp |
| Annual return | 11.25% | 27.89%-16.6pp | 62.79%-51.5pp | 36.46%-25.2pp |
| Employer contribution / active EE | $849 | $1,512-43.8% | $4,154-79.6% | $2,529-66.4% |
| Participant deferral / active EE | $2,542 | $2,157+17.8% | $5,453-53.4% | $3,835-33.7% |
| Admin fee / account holder | $94 | $891-89.5% | $14,116-99.3% | $1,002-90.6% |