Filed May 7, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $340,068 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $209,089 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $19,000 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,862 | $77,197-8.2% | $86,615-18.2% | $93,010-23.8% |
| Participation rate | 94.5% | 78.2%+16.3pp | 71.6%+22.8pp | 73.9%+20.6pp |
| Annual return | 15.14% | 16.31%-1.2pp | 63.51%-48.4pp | 158.70%-143.6pp |
| Employer contribution / active EE | $3,666 | $2,514+45.8% | $2,496+46.9% | $2,705+35.5% |
| Participant deferral / active EE | $4,018 | $3,831+4.9% | $3,699+8.6% | $4,561-11.9% |
| Admin fee / account holder | $201 | $105+91.9% | $5,830-96.5% | $152+32.8% |