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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARO ADVISORS Service code 33 · EIN 23-2384840 | Securities brokerage | $78,350 |
GOLDBERG & DAVIS, CPA'S4+ years Service code 10 · EIN 56-1751100 | Accounting | $10,500 |
JUDSON M. CONNER, CPA4+ years Service code 10 · EIN 56-1213859 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,801 | $63,114-54.4% | $92,903-69.0% | $65,185-55.8% |
| Participation rate | 97.2% | 68.8%+28.5pp | 76.0%+21.2pp | 70.2%+27.0pp |
| Annual return | 4.57% | 28.75%-24.2pp | 109.43%-104.9pp | 29.38%-24.8pp |
| Employer contribution / active EE | $2,762 | $2,571+7.5% | $3,653-24.4% | $2,177+26.9% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $297 | $624-52.3% | $5,795-94.9% | $847-64.9% |