Filed April 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
JONES & ROTH, PC2+ years Filed as: JONES & ROTH, P.C. Service code 10 · EIN 93-0819646 | Accounting | $19,250 |
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $5,395 |
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,565 | $80,211-89.3% | $74,184-88.5% | $63,975-86.6% |
| Participation rate | 98.7% | 84.2%+14.5pp | 76.6%+22.1pp | 71.1%+27.6pp |
| Annual return | -38.12% | 14.13%-52.3pp | 17.74%-55.9pp | 48.65%-86.8pp |
| Employer contribution / active EE | $0 | $2,553-100.0% | $2,370-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $4,370-100.0% | $3,550-100.0% | $3,356-100.0% |
| Admin fee / account holder | $10 | $67-84.8% | $5,586-99.8% | $70-85.5% |