| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $134,589 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $103,569 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 17 · EIN 61-0736136 | Pension Consulting | $58,400 |
Service code 29 · EIN 91-0889948 | Legal | $47,195 |
RAEL & LETSON1+ years Filed as: RAEL-LETSON Service code 11 · EIN 94-1701048 | Actuarial | $37,835 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $28,278 |
TEJERA & ASSOCIATES, LLC1+ years Filed as: TEJERA & ASSOCIATES LLC Service code 17 · EIN 20-3001362 | Pension Consulting | $15,568 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $7,697 |
COLOR ART PRINTING1+ years Service code 36 · EIN 92-0027042 | Copying and duplicating | $7,351 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,161 | $55,516-45.7% | $75,784-60.2% | $59,188-49.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -0.02% | -1.89%+1.9pp | 9.68%-9.7pp | 5.51%-5.5pp |
| Employer contribution / active EE | $2,927 | $2,604+12.4% | $3,323-11.9% | $2,098+39.5% |
| Participant deferral / active EE | $1,177 | $2,599-54.7% | $3,652-67.8% | $3,265-64.0% |
| Admin fee / account holder | $144 | $110+31.2% | $5,300-97.3% | $92+56.5% |