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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FRGO CLEARING SERVICES, LLC Service code 33 · EIN 23-2384840 ONE N. JEFFERSON · ST. LOUIS, MO 63103 | Securities brokerage | $68,257 |
CHARLES SCHWAB & CO., INC.4 years Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 275 BATTERY STREET · SAN FRANCISCO, CA 94111 | Accounting | $37,907 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 11 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Actuarial | $17,590 |
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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 | $282,865-100.0% | $398,892-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 12.4%-12.4pp |
| Annual return | 23.11% | 9.27%+13.8pp | 8.54%+14.6pp | 9.89%+13.2pp |
| Employer contribution / active EE | $25,000 | $11,372+119.8% | $37,153-32.7% | $14,313+74.7% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $77,551-100.0% | $9,084-100.0% |