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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 1525 WEST W.T. HARRIS BLVD · CHARLOTTE, NC 28262 | Recordkeeping | $36,170 |
BPM LLP1 year Filed as: BPM, LLC Service code 10 · EIN 81-4234542 P.O.BOX 53086 · BELLEVUE, WA 980153086 | Accounting | $16,501 |
Service code 15 · EIN 26-3148951 1325 WEST FIRST AVE. SUITE 304 · SPOKANE, WA 99201 | Recordkeeping | $15,843 |
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 | $33,701 | $47,922-29.7% | $75,900-55.6% | $65,186-48.3% |
| Participation rate | 96.4% | 63.0%+33.4pp | 69.3%+27.1pp | 70.2%+26.2pp |
| Annual return | 4.24% | 24.12%-19.9pp | 30.73%-26.5pp | 29.39%-25.1pp |
| Employer contribution / active EE | $1,939 | $1,557+24.5% | $2,501-22.5% | $2,177-10.9% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,604-100.0% | $3,514-100.0% |
| Admin fee / account holder | $264 | $532-50.3% | $5,421-95.1% | $847-68.8% |