Filed April 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Service code 15 · EIN 94-1347393 | Recordkeeping | $71,151 |
Service code 28 · EIN 36-4291971 | Investment Management | $20,000 |
JONES & ROTH, PC5+ years Filed as: JONES & ROTH, P.C. Service code 10 · EIN 93-0819646 | Accounting | $13,700 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,734 | $105,247-87.9% | $87,100-85.4% | $77,787-83.6% |
| Participation rate | 90.5% | 85.8%+4.7pp | 76.9%+13.6pp | 73.2%+17.3pp |
| Annual return | 37.20% | 24.52%+12.7pp | 28.19%+9.0pp | 32.57%+4.6pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,521-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $5,060-100.0% | $4,049-100.0% | $3,967-100.0% |
| Admin fee / account holder | $30 | $104-70.9% | $7,497-99.6% | $100-69.6% |