Filed April 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Service code 15 · EIN 94-1347393 | Recordkeeping | $61,945 |
Service code 28 · EIN 36-4291971 | Investment Management | $20,000 |
JONES & ROTH, PC6+ years Filed as: JONES & ROTH, P.C. Service code 10 · EIN 93-0819646 | Accounting | $12,500 |
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 | $13,181 | $176,471-92.5% | $95,968-86.3% | $90,274-85.4% |
| Participation rate | 89.6% | 86.6%+3.1pp | 77.1%+12.5pp | 73.4%+16.3pp |
| Annual return | 4.32% | 20.15%-15.8pp | 91.65%-87.3pp | 53.97%-49.7pp |
| Employer contribution / active EE | $0 | $2,783-100.0% | $2,542-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $0 | $5,325-100.0% | $4,167-100.0% | $4,231-100.0% |
| Admin fee / account holder | $30 | $154-80.4% | $6,798-99.6% | $114-73.5% |