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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 94-1347393 | Securities Custodian | $237,475 |
FRINGE BENEFIT SERVICES1+ years Filed as: FRINGE BENEFIT SERVICES, INC. Service code 13 · EIN 84-0620086 | Contract Administrator | $26,908 |
BERENBAUM WEINSHIENK PC1+ years Service code 29 · EIN 84-1075194 | Legal | $17,161 |
NEEDLES & ASSOCIATES, LLC1+ years Service code 10 · EIN 51-0435869 | Accounting | $13,226 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,231 | $75,760-79.9% | $123,105-87.6% | $59,188-74.3% |
| Participation rate | 99.0% | 86.0%+12.9pp | 86.8%+12.2pp | 69.4%+29.5pp |
| Annual return | 0.13% | 2.93%-2.8pp | 13.22%-13.1pp | 5.51%-5.4pp |
| Employer contribution / active EE | $610 | $3,415-82.1% | $5,151-88.2% | $2,098-70.9% |
| Participant deferral / active EE | $1,440 | $5,000-71.2% | $6,229-76.9% | $3,265-55.9% |
| Admin fee / account holder | $126 | $61+107.9% | $9,014-98.6% | $92+36.9% |