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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $68,520 |
BKD, LLP6+ years Service code 10 · EIN 44-0160260 | Accounting | $10,100 |
AMERICAN FUNDS6+ years Filed as: HM CAPITAL MANAGEMENT Service code 27 · EIN 20-3287389 | Advisory (Plan) | $9,536 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,556 | $79,519-11.3% | $95,964-26.5% | $73,412-3.9% |
| Participation rate | 98.6% | 81.2%+17.4pp | 77.1%+21.5pp | 72.2%+26.4pp |
| Annual return | 13.29% | 19.20%-5.9pp | 91.64%-78.4pp | 59.30%-46.0pp |
| Employer contribution / active EE | $937 | $2,048-54.3% | $2,541-63.1% | $2,234-58.1% |
| Participant deferral / active EE | $3,082 | $4,138-25.5% | $4,167-26.0% | $3,806-19.0% |
| Admin fee / account holder | $100 | $184-45.5% | $6,797-98.5% | $158-36.4% |