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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $89,753 |
MOUNTJOY CHILTON MEDLEY LLP2+ years Service code 27 · EIN 27-1235638 | Advisory (Plan) | $16,180 |
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 | $55,432 | $42,582+30.2% | $171,082-67.6% | $57,658-3.9% |
| Participation rate | 95.8% | 63.9%+31.9pp | 76.7%+19.1pp | 70.2%+25.6pp |
| Annual return | 10.75% | 308.67%-297.9pp | 32.56%-21.8pp | 5.13%+5.6pp |
| Employer contribution / active EE | $2,692 | $1,306+106.1% | $4,002-32.7% | $1,974+36.4% |
| Participant deferral / active EE | $6,678 | $2,933+127.7% | $4,797+39.2% | $3,061+118.2% |
| Admin fee / account holder | $158 | $82+91.6% | $8,520-98.1% | $95+66.9% |