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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $10,092 |
Filed as: ALLIANT RETIREMENT SERVICES, LLC Service code 16 · EIN 33-0785439 | Consulting | $7,500 |
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 | $28,583 | $41,256-30.7% | $86,582-67.0% | $77,958-63.3% |
| Participation rate | 85.8% | 63.0%+22.8pp | 73.5%+12.2pp | 71.6%+14.1pp |
| Annual return | 20.29% | 17.67%+2.6pp | 965.08%-944.8pp | 20.87%-0.6pp |
| Employer contribution / active EE | $836 | $1,613-48.2% | $2,839-70.6% | $2,310-63.8% |
| Participant deferral / active EE | $2,737 | $2,332+17.4% | $3,609-24.1% | $3,537-22.6% |
| Admin fee / account holder | $40 | $71-43.2% | $4,904-99.2% | $97-58.7% |