Filed April 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $110,645 |
JELD-WEN, INC.3+ years Service code 49 JELD-WEN, INC. RETIREMENT BENEFITS · KLAMATH FALLS, OR 97601 | Other Services | $75,899 |
KILPATRICK TOWNSEND1 year Service code 29 · EIN 58-0511774 | Legal | $38,863 |
JONES & ROTH, PC3+ years Filed as: JONES & ROTH, P.C. Service code 10 · EIN 93-0819646 | Accounting | $13,500 |
TSCI, LLC1 year Service code 15 6231 PGA BOULEVARD, SUITE 104-159 · PALM BEACH GARDENS, FL 33418 | Recordkeeping | $5,893 |
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 | $19,095 | $88,730-78.5% | $82,312-76.8% | $77,958-75.5% |
| Participation rate | 96.9% | 84.5%+12.4pp | 76.9%+20.0pp | 71.6%+25.3pp |
| Annual return | 26.54% | 20.88%+5.7pp | 25.88%+0.7pp | 20.87%+5.7pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $2,428-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $4,634-100.0% | $3,706-100.0% | $3,537-100.0% |
| Admin fee / account holder | $39 | $74-47.3% | $5,608-99.3% | $97-60.0% |