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| Provider | Service type | Compensation |
|---|---|---|
FIRST HILL TRUST COMPANY1 year Service code 13 · EIN 91-1999591 | Contract Administrator | $56,804 |
Filed as: LAW OFFICE OF RICHARD A EKMAN, PLLC Service code 29 · EIN 91-1321138 | Legal | $6,000 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 91-1374280 | Advisory (Plan) | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,353 | $79,209-75.6% | $102,434-81.1% | $74,459-74.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.95% | 54.98%-41.0pp | 29.46%-15.5pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $1,257 | $2,362-46.8% | $3,023-58.4% | $2,626-52.1% |
| Participant deferral / active EE | $1,880 | $4,417-57.4% | $5,055-62.8% | $4,350-56.8% |
| Admin fee / account holder | $165 | $2,002-91.8% | $9,462-98.3% | $1,945-91.5% |