Filed April 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,616 |
WELLS FARGO BANK, N.A.6 years Service code 15 · EIN 94-1347393 | Recordkeeping | $29,194 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH Service code 13 · EIN 93-0819646 | Contract Administrator | $12,700 |
Filed as: FIDUCIARY ADVISORS, LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $9,841 |
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 | $12,781 | $144,879-91.2% | $111,319-88.5% | $93,010-86.3% |
| Participation rate | 86.0% | 86.1%-0.2pp | 77.3%+8.7pp | 73.9%+12.1pp |
| Annual return | 2.92% | 18.11%-15.2pp | 54.68%-51.8pp | 158.70%-155.8pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,732-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $0 | $5,576-100.0% | $4,488-100.0% | $4,561-100.0% |
| Admin fee / account holder | $28 | $104-73.3% | $7,966-99.7% | $152-81.8% |