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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $37,839 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,317 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $3,135 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,748 | $64,286-47.5% | $90,970-62.9% | $73,412-54.0% |
| Participation rate | 84.9% | 63.6%+21.3pp | 69.0%+15.9pp | 72.2%+12.7pp |
| Annual return | 16.51% | 21.46%-5.0pp | 134.60%-118.1pp | 59.30%-42.8pp |
| Employer contribution / active EE | $1,775 | $895+98.5% | $2,122-16.3% | $2,234-20.5% |
| Participant deferral / active EE | $3,867 | $2,453+57.6% | $3,373+14.6% | $3,806+1.6% |
| Admin fee / account holder | $183 | $287-36.3% | $5,961-96.9% | $158+15.8% |