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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $92,368 |
ENTERPRISE BANK & TRUST1+ years Filed as: ENTERPRISE VALUE CONSULTING, LLC Service code 34 · EIN 56-2238064 | Valuation (appraisals, etc.) | $6,025 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,485 | $74,024-23.7% | $77,999-27.6% | $57,658-2.0% |
| Participation rate | 89.0% | 79.7%+9.2pp | 75.5%+13.5pp | 70.2%+18.8pp |
| Annual return | 1.69% | 12.14%-10.4pp | 425.96%-424.3pp | 5.13%-3.4pp |
| Employer contribution / active EE | $2,885 | $2,365+22.0% | $2,470+16.8% | $1,974+46.2% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $202 | $93+116.9% | $5,480-96.3% | $95+113.8% |