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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $64,174 |
HENDERSON BROS. RET. PLAN SERV.1+ years Filed as: HENDERSON BROTHERS Service code 27 · EIN 25-0543730 | Advisory (Plan) | $21,609 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,780 | $79,519-2.2% | $95,952-18.9% | $73,409+6.0% |
| Participation rate | 72.8% | 81.2%-8.4pp | 77.1%-4.3pp | 72.2%+0.6pp |
| Annual return | 12.05% | 19.20%-7.1pp | 91.61%-79.6pp | 59.29%-47.2pp |
| Employer contribution / active EE | $1,028 | $2,048-49.8% | $2,541-59.5% | $2,234-54.0% |
| Participant deferral / active EE | $1,696 | $4,138-59.0% | $4,167-59.3% | $3,805-55.4% |
| Admin fee / account holder | $238 | $184+29.3% | $6,795-96.5% | $158+50.9% |