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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $82,611 |
BKD, LLP3+ years Service code 10 · EIN 44-0160260 | Accounting | $9,602 |
AMERICAN FUNDS3+ years Filed as: HM CAPITAL MANAGEMENT Service code 27 · EIN 20-3287389 | Advisory (Plan) | $6,258 |
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 | $62,275 | $69,305-10.1% | $82,312-24.3% | $69,631-10.6% |
| Participation rate | 96.7% | 80.3%+16.4pp | 76.9%+19.8pp | 70.7%+26.0pp |
| Annual return | 14.57% | 21.47%-6.9pp | 25.88%-11.3pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $918 | $1,887-51.4% | $2,428-62.2% | $2,032-54.8% |
| Participant deferral / active EE | $2,935 | $3,568-17.7% | $3,706-20.8% | $3,224-9.0% |
| Admin fee / account holder | $115 | $97+18.4% | $5,608-97.9% | $110+4.2% |