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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $13,693 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $5,565 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,475 | $45,082-30.2% | $69,464-54.7% | $72,975-56.9% |
| Participation rate | 90.9% | 68.5%+22.4pp | 74.6%+16.3pp | 69.5%+21.4pp |
| Annual return | 7.53% | 22.66%-15.1pp | 28.98%-21.4pp | 81.01%-73.5pp |
| Employer contribution / active EE | $402 | $2,055-80.4% | $2,779-85.5% | $2,440-83.5% |
| Participant deferral / active EE | $4,160 | $2,604+59.8% | $3,536+17.6% | $3,608+15.3% |
| Admin fee / account holder | $219 | $3,057-92.8% | $3,840-94.3% | $5,124-95.7% |