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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $75,036 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 | Accounting | $10,287 |
AMERICAN FUNDS5+ years Filed as: HM CAPITAL MANAGEMENT Service code 27 · EIN 20-3287389 | Advisory (Plan) | $7,552 |
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 | $68,123 | $73,404-7.2% | $87,103-21.8% | $67,582+0.8% |
| Participation rate | 90.6% | 80.9%+9.7pp | 76.9%+13.7pp | 71.3%+19.3pp |
| Annual return | 19.59% | 48.29%-28.7pp | 28.19%-8.6pp | 378.57%-359.0pp |
| Employer contribution / active EE | $823 | $2,014-59.1% | $2,521-67.4% | $2,148-61.7% |
| Participant deferral / active EE | $2,691 | $3,913-31.2% | $4,049-33.5% | $3,539-24.0% |
| Admin fee / account holder | $108 | $142-24.0% | $7,491-98.6% | $142-24.4% |