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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $30,392 |
Service code 49 | Other Services | $5,529 |
Filed as: MATTHEWS, GOLD, KENNEDY & SNOW INC Service code 49 7600 N 16TH ST STE 240 · PHOENIX, AZ 85020 | Other Services | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,758 | $54,679-3.5% | $76,119-30.7% | $74,459-29.1% |
| Participation rate | 99.4% | 60.3%+39.0pp | 69.1%+30.3pp | 67.2%+32.2pp |
| Annual return | 20.50% | 31.90%-11.4pp | 361.25%-340.7pp | 1369.70%-1349.2pp |
| Employer contribution / active EE | $6,483 | $1,781+263.9% | $2,693+140.8% | $2,626+146.9% |
| Participant deferral / active EE | $7,243 | $3,072+135.8% | $4,259+70.1% | $4,350+66.5% |
| Admin fee / account holder | $0 | $2,238-100.0% | $6,421-100.0% | $1,945-100.0% |