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| Provider | Service type | Compensation |
|---|---|---|
CONTANGO CAPITAL ADVISORS2+ years Service code 18 · EIN 86-0404608 | Trustee (bank, trust company, or simi... | $30,368 |
ENVISION CAPITAL MANAGEMENT2+ years Service code 18 · EIN 86-0433875 | Trustee (bank, trust company, or simi... | $23,251 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 18 · EIN 13-2638166 | Trustee (bank, trust company, or simi... | $6,927 |
Filed as: JP MORGAN Service code 18 420 W VAN BUREN ST, FL 11 · CHICAGO, IL 606063534 | Trustee (bank, trust company, or simi... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,696 | $58,726-20.5% | $92,236-49.4% | $62,293-25.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.88% | 43.62%-33.7pp | 176.29%-166.4pp | 28.90%-19.0pp |
| Employer contribution / active EE | $3,004 | $2,392+25.6% | $3,679-18.3% | $2,042+47.1% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $224 | $556-59.7% | $5,194-95.7% | $479-53.2% |