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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $66,439 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 15 · EIN 52-2264646 | Recordkeeping | $12,917 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,989 | $65,118-9.4% | $76,767-23.2% | $55,725+5.9% |
| Participation rate | 98.2% | 79.6%+18.6pp | 77.0%+21.3pp | 70.9%+27.4pp |
| Annual return | -5.55% | -1.27%-4.3pp | 2.43%-8.0pp | 244.93%-250.5pp |
| Employer contribution / active EE | $3,798 | $1,941+95.7% | $2,485+52.8% | $2,078+82.8% |
| Participant deferral / active EE | $3,085 | $3,688-16.4% | $3,852-19.9% | $3,356-8.1% |
| Admin fee / account holder | $156 | $116+34.8% | $6,675-97.7% | $115+35.6% |