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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 1525 WEST W.T. HARRIS BLVD · CHARLOTTE, NC 28262 | Recordkeeping | $37,564 |
Service code 15 · EIN 26-3148951 1325 WEST FIRST AVE. SUITE 304 · SPOKANE, WA 99201 | Recordkeeping | $16,670 |
BPM LLP2 years Filed as: BPM, LLC Service code 10 · EIN 81-4234542 P.O.BOX 53086 · BELLEVUE, WA 980153086 | Accounting | $14,000 |
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 | $37,446 | $55,636-32.7% | $81,982-54.3% | $73,497-49.1% |
| Participation rate | 98.5% | 62.3%+36.2pp | 69.3%+29.3pp | 70.7%+27.8pp |
| Annual return | 8.56% | 19.07%-10.5pp | 41.31%-32.8pp | 28.51%-20.0pp |
| Employer contribution / active EE | $1,915 | $1,625+17.9% | $2,498-23.4% | $2,270-15.7% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $275 | $493-44.3% | $5,665-95.2% | $513-46.5% |