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| Provider | Service type | Compensation |
|---|---|---|
ENVISION CAPITAL MANAGEMENT1+ years Service code 18 · EIN 86-0433875 | Trustee (bank, trust company, or simi... | $22,015 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 18 · EIN 13-2638166 | Trustee (bank, trust company, or simi... | $6,648 |
CONTANGO CAPITAL ADVISORS1+ years Service code 18 · EIN 86-0404608 | Trustee (bank, trust company, or simi... | $9 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHASE Service code 18 420 W VAN BUREN ST, FL 11 · CHICAGO, IL 606063534 | Trustee (bank, trust company, or simi... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,838 | $52,884-20.9% | $84,753-50.6% | $55,167-24.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 10.06% | 18.03%-8.0pp | 22.78%-12.7pp | 169.23%-159.2pp |
| Employer contribution / active EE | $1,224 | $2,233-45.2% | $3,574-65.7% | $1,963-37.6% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $102 | $581-82.4% | $5,333-98.1% | $504-79.7% |