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| Provider | Service type | Compensation |
|---|---|---|
PENSION DYNAMICS COMPANY LLC2+ years Service code 15 · EIN 94-2692944 | Recordkeeping | $12,053 |
PENSION DYNAMICS SECURITIES CORP2+ years Filed as: PENSION DYNAMICS SECURITIES CORP. Service code 33 · EIN 68-0440732 | Securities brokerage | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Custodial (other than securities) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,268 | $50,898-15.0% | $171,082-74.7% | $55,167-21.6% |
| Participation rate | 44.4% | 63.3%-18.8pp | 76.7%-32.3pp | 69.0%-24.5pp |
| Annual return | 5.63% | 15.34%-9.7pp | 32.56%-26.9pp | 169.23%-163.6pp |
| Employer contribution / active EE | $958 | $1,433-33.2% | $4,002-76.1% | $1,963-51.2% |
| Participant deferral / active EE | $1,760 | $2,994-41.2% | $4,797-63.3% | $3,054-42.4% |
| Admin fee / account holder | $106 | $500-78.8% | $8,520-98.8% | $504-79.0% |