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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 33 · EIN 23-2384840 ONE N. JEFFERSON · ST. LOUIS, MO 63103 | Securities brokerage | $44,014 |
Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 275 BATTERY STREET · SAN FRANCISCO, CA 94111 | Accounting | $21,750 |
Service code 11 · EIN 11-2301188 211 BROADWAY · LYNBROOK, NY 11563 | Actuarial | $11,790 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $80,166-100.0% | $319,634-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 27.6%-27.6pp | 13.5%-13.5pp |
| Annual return | 15.81% | 8.78%+7.0pp | 175.18%-159.4pp | 9.29%+6.5pp |
| Employer contribution / active EE | $26,316 | $11,816+122.7% | $38,590-31.8% | $15,168+73.5% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,783-100.0% | $3,298-100.0% | $2,037-100.0% |