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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,393 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $27,669 |
BKD, LLP7+ years Service code 10 · EIN 44-0160260 | Accounting | $12,354 |
AMERICAN FUNDS7+ years Filed as: HM CAPITAL MANAGEMENT Service code 27 · EIN 20-3287389 | Advisory (Plan) | $6,152 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,887 | $185,342-58.0% | $111,306-30.0% | $86,821-10.3% |
| Participation rate | 99.9% | 81.0%+18.9pp | 77.3%+22.5pp | 72.3%+27.6pp |
| Annual return | 14.49% | 500.80%-486.3pp | 54.67%-40.2pp | 97.94%-83.5pp |
| Employer contribution / active EE | $906 | $2,246-59.7% | $2,732-66.8% | $2,406-62.3% |
| Participant deferral / active EE | $3,170 | $4,458-28.9% | $4,488-29.4% | $4,132-23.3% |
| Admin fee / account holder | $95 | $255-62.9% | $7,966-98.8% | $170-44.1% |