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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $44,418 |
TEAGUE MARQUESS & ASSOCIATES1+ years Service code 10 · EIN 45-4083690 | Accounting | $24,440 |
SHEPHERD KAPLAN LLC1+ years Service code 21 · EIN 83-0368447 | Bank Trustee | $11,724 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,672 | $70,002+3.8% | $115,038-36.8% | $52,331+38.9% |
| Participation rate | 79.6% | 72.1%+7.5pp | 81.4%-1.7pp | 68.1%+11.5pp |
| Annual return | -9.43% | 4.04%-13.5pp | 26.14%-35.6pp | 4.54%-14.0pp |
| Employer contribution / active EE | $4,961 | $2,715+82.7% | $4,608+7.7% | $1,882+163.6% |
| Participant deferral / active EE | $9,074 | $4,920+84.4% | $6,026+50.6% | $3,022+200.2% |
| Admin fee / account holder | $255 | $566-55.0% | $8,175-96.9% | $592-56.9% |