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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 1525 WEST W.T. HARRIS BLVD · CHARLOTTE, NC 28262 | Recordkeeping | $32,761 |
Service code 15 · EIN 26-3148951 1325 WEST FIRST AVE. SUITE 304 · SPOKANE, WA 99201 | Recordkeeping | $15,445 |
ANDERSON PERETTI & CO CPA'S PS2+ years Service code 10 · EIN 91-0867103 611 N. ARGONNE RD · SPOKANE VALLEY, WA 99212 | Accounting | $10,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $32,192 | $46,297-30.5% | $71,671-55.1% | $62,293-48.3% |
| Participation rate | 95.8% | 60.6%+35.2pp | 68.7%+27.1pp | 69.5%+26.3pp |
| Annual return | 8.11% | 22.32%-14.2pp | 20.65%-12.5pp | 28.90%-20.8pp |
| Employer contribution / active EE | $1,819 | $1,412+28.8% | $2,460-26.0% | $2,042-10.9% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $230 | $461-50.2% | $5,558-95.9% | $479-52.1% |