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 | $67,520 |
JONES & ROTH, PC3 years Filed as: JONES & ROTH, P.C. Service code 10 · EIN 93-0819646 | Accounting | $13,700 |
Service code 28 · EIN 36-4291971 | Investment Management | $10,000 |
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 | $8,532 | $105,173-91.9% | $87,102-90.2% | $77,775-89.0% |
| Participation rate | 99.1% | 85.8%+13.3pp | 76.9%+22.3pp | 73.2%+25.9pp |
| Annual return | 39.27% | 24.52%+14.8pp | 28.19%+11.1pp | 32.58%+6.7pp |
| Employer contribution / active EE | $0 | $2,890-100.0% | $2,521-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $5,048-100.0% | $4,048-100.0% | $3,966-100.0% |
| Admin fee / account holder | $26 | $105-75.0% | $7,493-99.7% | $100-73.9% |