Filed September 11, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1349393 | Recordkeeping | $90,284 |
IRA GROUP2+ years Filed as: IRA GROUP, INC. Service code 27 · EIN 58-1989031 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,483 | $74,024+84.4% | $78,002+75.0% | $57,661+136.7% |
| Participation rate | 61.0% | 79.7%-18.7pp | 75.5%-14.5pp | 70.2%-9.2pp |
| Annual return | 16.77% | 12.14%+4.6pp | 425.99%-409.2pp | 5.13%+11.6pp |
| Employer contribution / active EE | $2,459 | $2,365+4.0% | $2,470-0.4% | $1,974+24.6% |
| Participant deferral / active EE | $4,680 | $3,533+32.5% | $3,497+33.8% | $3,061+52.9% |
| Admin fee / account holder | $129 | $93+38.1% | $5,481-97.7% | $95+36.1% |