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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $106,029 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $43,662 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,991 | $80,211-60.1% | $74,183-56.9% | $63,975-50.0% |
| Participation rate | 77.6% | 84.2%-6.5pp | 76.6%+1.0pp | 71.1%+6.5pp |
| Annual return | 8.48% | 14.13%-5.6pp | 17.74%-9.3pp | 48.65%-40.2pp |
| Employer contribution / active EE | $1,289 | $2,553-49.5% | $2,370-45.6% | $2,182-40.9% |
| Participant deferral / active EE | $2,314 | $4,370-47.0% | $3,550-34.8% | $3,356-31.0% |
| Admin fee / account holder | $151 | $67+124.6% | $5,586-97.3% | $70+114.3% |