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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $331,414 |
Filed as: DIMEO SCHEIDER & ASSOCIATES LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $60,979 |
FOLEY & LARDNER LLP1 year Service code 29 · EIN 39-0473800 | Legal | $10,896 |
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 | $136,630 | $88,730+54.0% | $82,312+66.0% | $77,958+75.3% |
| Participation rate | 96.1% | 84.5%+11.5pp | 76.9%+19.2pp | 71.6%+24.4pp |
| Annual return | 15.43% | 20.88%-5.4pp | 25.88%-10.4pp | 20.87%-5.4pp |
| Employer contribution / active EE | $3,649 | $2,758+32.3% | $2,428+50.2% | $2,310+57.9% |
| Participant deferral / active EE | $7,108 | $4,634+53.4% | $3,706+91.8% | $3,537+101.0% |
| Admin fee / account holder | $177 | $74+139.1% | $5,608-96.8% | $97+81.7% |