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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $24,423 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,617 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,138 | $75,284-29.4% | $91,004-41.6% | $69,631-23.7% |
| Participation rate | 80.9% | 80.4%+0.5pp | 75.6%+5.3pp | 70.7%+10.2pp |
| Annual return | 20.29% | 48.40%-28.1pp | 4.60%+15.7pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $2,412 | $2,473-2.4% | $2,456-1.8% | $2,032+18.7% |
| Participant deferral / active EE | $4,147 | $3,700+12.1% | $3,548+16.9% | $3,224+28.6% |
| Admin fee / account holder | $81 | $111-26.9% | $5,417-98.5% | $110-26.8% |