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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $80,838 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $9,317 |
AMERICAN FUNDS2+ years Filed as: HM CAPITAL MANAGEMENT Service code 27 · EIN 20-3287389 | Advisory (Plan) | $5,583 |
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 | $56,380 | $63,905-11.8% | $74,184-24.0% | $57,658-2.2% |
| Participation rate | 97.6% | 79.8%+17.9pp | 76.6%+21.0pp | 70.2%+27.4pp |
| Annual return | 9.12% | 60.60%-51.5pp | 17.74%-8.6pp | 5.13%+4.0pp |
| Employer contribution / active EE | $833 | $1,840-54.8% | $2,370-64.9% | $1,974-57.8% |
| Participant deferral / active EE | $2,897 | $3,448-16.0% | $3,550-18.4% | $3,061-5.4% |
| Admin fee / account holder | $116 | $91+27.4% | $5,586-97.9% | $95+22.8% |