Filed April 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $84,274 |
Service code 28 · EIN 36-4291971 | Investment Management | $18,333 |
JONES & ROTH, PC4+ years Filed as: JONES & ROTH, P.C. Service code 10 · EIN 93-0819646 | Accounting | $13,300 |
KILPATRICK TOWNSEND2 years Service code 29 · EIN 58-0511774 | Legal | $1,388 |
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 | $9,048 | $78,852-88.5% | $76,768-88.2% | $75,289-88.0% |
| Participation rate | 91.8% | 85.0%+6.9pp | 77.0%+14.9pp | 72.4%+19.4pp |
| Annual return | -44.63% | -1.29%-43.3pp | 2.43%-47.1pp | -0.04%-44.6pp |
| Employer contribution / active EE | $0 | $2,794-100.0% | $2,485-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $3,852-100.0% | $3,739-100.0% |
| Admin fee / account holder | $30 | $79-61.8% | $6,675-99.5% | $102-70.5% |