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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $109,906 |
Filed as: TORRILLO & ASSOCIATES LLC Service code 27 · EIN 83-0414789 | Advisory (Plan) | $25,822 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $17,903 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,968 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,522 | $53,932-91.6% | $134,143-96.6% | $90,288-95.0% |
| Participation rate | 80.5% | 60.4%+20.1pp | 72.2%+8.3pp | 73.4%+7.2pp |
| Annual return | 28.77% | 23.16%+5.6pp | 36.33%-7.6pp | 53.97%-25.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $3,704-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,392 | $2,432-42.8% | $3,499-60.2% | $4,232-67.1% |
| Admin fee / account holder | $81 | $104-22.0% | $6,684-98.8% | $114-29.1% |