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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $205,923 |
BILKEY KATZ INVESTMENT MANAGER7+ years Service code 27 · EIN 13-4226829 | Advisory (Plan) | $134,848 |
Filed as: PRINCIPAL Service code 15 · EIN 42-1520346 | Recordkeeping | $106,875 |
USI CONSULTING GROUP1 year Service code 17 · EIN 06-1053228 | Pension Consulting | $13,770 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $443,370 | $120,450+268.1% | $159,495+178.0% | $93,010+376.7% |
| Participation rate | 96.7% | 78.0%+18.7pp | 82.8%+13.9pp | 73.9%+22.8pp |
| Annual return | 16.06% | 27.11%-11.1pp | 263.72%-247.7pp | 158.70%-142.6pp |
| Employer contribution / active EE | $11,590 | $3,526+228.8% | $4,831+139.9% | $2,705+328.4% |
| Participant deferral / active EE | $13,134 | $7,283+80.3% | $7,354+78.6% | $4,561+188.0% |
| Admin fee / account holder | $199 | $137+45.6% | $10,804-98.2% | $152+31.3% |