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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $71,449 |
MASONRY INDUSTRY TRUST ADMIN.6+ years Service code 14 · EIN 93-1144705 | Plan Administrator | $22,752 |
MIDDLETON & COMPANY, CPA, PC6+ years Service code 10 · EIN 93-0809066 | Accounting | $19,500 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 34-1542819 | Advisory (Participants) | $11,967 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $9,029 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,349 | $91,517-78.9% | $101,271-80.9% | $73,412-73.6% |
| Participation rate | 96.2% | 73.8%+22.4pp | 75.8%+20.4pp | 72.2%+24.0pp |
| Annual return | 10.57% | 17.17%-6.6pp | 46.48%-35.9pp | 59.30%-48.7pp |
| Employer contribution / active EE | $2,443 | $2,877-15.1% | $3,660-33.3% | $2,234+9.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $111 | $216-48.6% | $5,948-98.1% | $158-29.8% |