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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 1525 WEST W.T. HARRIS BLVD · CHARLOTTE, NC 28262 | Recordkeeping | $35,647 |
Service code 15 · EIN 26-3148951 1325 WEST FIRST AVE. SUITE 304 · SPOKANE, WA 99201 | Recordkeeping | $15,489 |
ANDERSON PERETTI & CO CPA'S PS3+ years Service code 10 · EIN 91-0867103 611 N. ARGONNE RD · SPOKANE VALLEY, WA 99212 | Accounting | $11,000 |
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 | $33,169 | $42,396-21.8% | $67,313-50.7% | $56,289-41.1% |
| Participation rate | 96.6% | 61.0%+35.6pp | 69.1%+27.5pp | 69.9%+26.7pp |
| Annual return | 4.94% | -36.63%+41.6pp | -4.08%+9.0pp | -9.96%+14.9pp |
| Employer contribution / active EE | $1,919 | $1,414+35.7% | $2,566-25.2% | $2,111-9.1% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $237 | $510-53.5% | $4,507-94.7% | $521-54.5% |