Filed April 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $92,241 |
KILPATRICK TOWNSEND1 year Service code 29 · EIN 58-0511774 | Legal | $47,306 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH, P.C. Service code 10 · EIN 93-0819646 | Accounting | $12,900 |
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 | $13,041 | $88,730-85.3% | $82,313-84.2% | $77,958-83.3% |
| Participation rate | 100.0% | 84.5%+15.4pp | 76.9%+23.1pp | 71.6%+28.3pp |
| Annual return | 26.43% | 20.88%+5.5pp | 25.88%+0.6pp | 20.87%+5.6pp |
| 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 | $74-47.5% | $5,608-99.3% | $97-60.1% |