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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $85,530 |
ENTERPRISE BANK & TRUST2+ years Filed as: ENTERPRISE VALUE CONSULTING, LLC Service code 34 · EIN 56-2238064 | Valuation (appraisals, etc.) | $6,000 |
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 | $63,400 | $75,284-15.8% | $91,001-30.3% | $69,631-8.9% |
| Participation rate | 90.3% | 80.4%+9.9pp | 75.6%+14.7pp | 70.7%+19.6pp |
| Annual return | 12.39% | 48.40%-36.0pp | 4.60%+7.8pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $3,043 | $2,473+23.0% | $2,456+23.9% | $2,032+49.7% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,547-100.0% | $3,224-100.0% |
| Admin fee / account holder | $185 | $111+66.9% | $5,417-96.6% | $110+67.1% |