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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $111,425 |
ENTERPRISE BANK & TRUST4+ 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.
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 | $73,399 | $74,347-1.3% | $93,621-21.6% | $67,579+8.6% |
| Participation rate | 77.4% | 80.6%-3.2pp | 75.8%+1.6pp | 71.3%+6.1pp |
| Annual return | 2.28% | 28.07%-25.8pp | 32.76%-30.5pp | 378.56%-376.3pp |
| Employer contribution / active EE | $1,178 | $2,583-54.4% | $2,719-56.7% | $2,148-45.1% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,070-100.0% | $3,539-100.0% |
| Admin fee / account holder | $272 | $123+122.1% | $7,890-96.5% | $142+91.5% |