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| Provider | Service type | Compensation |
|---|---|---|
PENSION DYNAMICS COMPANY LLC3+ years Service code 15 · EIN 94-2692944 | Recordkeeping | $12,305 |
PENSION DYNAMICS SECURITIES CORP3+ years Filed as: PENSION DYNAMICS SECURITIES CORP. Service code 33 · EIN 68-0440732 | Securities brokerage | $0 |
WELLS FARGO BANK, N.A.2 years 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.
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 | $54,135 | $52,639+2.8% | $185,117-70.8% | $62,293-13.1% |
| Participation rate | 45.2% | 63.9%-18.7pp | 77.3%-32.1pp | 69.5%-24.3pp |
| Annual return | 16.90% | 19.57%-2.7pp | 40.50%-23.6pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,082 | $1,483-27.0% | $4,182-74.1% | $2,042-47.0% |
| Participant deferral / active EE | $1,950 | $3,097-37.0% | $5,045-61.3% | $3,169-38.5% |
| Admin fee / account holder | $109 | $374-70.9% | $8,159-98.7% | $479-77.3% |