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 | $54,374 |
Service code 28 · EIN 36-4291971 | Investment Management | $12,500 |
JONES & ROTH, PC4 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,023 | $176,491-94.9% | $95,952-90.6% | $90,288-90.0% |
| Participation rate | 98.9% | 86.6%+12.4pp | 77.1%+21.9pp | 73.4%+25.6pp |
| Annual return | 3.86% | 20.14%-16.3pp | 91.61%-87.8pp | 53.97%-50.1pp |
| Employer contribution / active EE | $0 | $2,789-100.0% | $2,541-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $0 | $5,340-100.0% | $4,167-100.0% | $4,232-100.0% |
| Admin fee / account holder | $26 | $154-83.0% | $6,795-99.6% | $114-77.1% |