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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $48,014 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 · EIN 31-1582098 | Advisory (Plan) | $5,111 |
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 | $46,282 | $71,666-35.4% | $117,857-60.7% | $69,631-33.5% |
| Participation rate | 86.6% | 77.5%+9.1pp | 79.7%+7.0pp | 70.7%+16.0pp |
| Annual return | 16.45% | 18.86%-2.4pp | 335.09%-318.6pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $1,308 | $1,889-30.8% | $3,786-65.5% | $2,032-35.6% |
| Participant deferral / active EE | $2,683 | $3,340-19.7% | $4,482-40.1% | $3,224-16.8% |
| Admin fee / account holder | $134 | $120+11.3% | $8,020-98.3% | $110+21.3% |