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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 1525 WEST W.T. HARRIS BLVD · CHARLOTTE, NC 28262 | Recordkeeping | $31,594 |
Service code 15 · EIN 26-3148951 1325 WEST FIRST AVE. SUITE 304 · SPOKANE, WA 99201 | Recordkeeping | $16,835 |
ANDERSON PERETTI & CO CPA'S PS1+ years Service code 10 · EIN 91-0867103 611 N. ARGONNE RD · SPOKANE VALLEY, WA 99212 | Accounting | $10,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,067 | $44,425-30.1% | $67,834-54.2% | $55,167-43.7% |
| Participation rate | 94.3% | 59.7%+34.6pp | 68.8%+25.5pp | 69.0%+25.3pp |
| Annual return | 7.70% | 17.80%-10.1pp | 138.47%-130.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,805 | $1,351+33.6% | $2,403-24.9% | $1,963-8.0% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $232 | $530-56.2% | $4,622-95.0% | $504-53.9% |