Filed July 14, 2017
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $205,188 |
ASCENSUS LLC3+ years Filed as: CAP TRUST FINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $55,438 |
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 | $96,884 | $64,311+50.6% | $110,241-12.1% | $75,289+28.7% |
| Participation rate | 96.9% | 79.3%+17.7pp | 79.8%+17.1pp | 72.4%+24.5pp |
| Annual return | 12.66% | -1.74%+14.4pp | 314.75%-302.1pp | -0.04%+12.7pp |
| Employer contribution / active EE | $3,566 | $2,404+48.3% | $3,827-6.8% | $2,405+48.3% |
| Participant deferral / active EE | $4,858 | $3,892+24.8% | $4,672+4.0% | $3,739+29.9% |
| Admin fee / account holder | $162 | $88+85.3% | $8,548-98.1% | $102+58.7% |