Filed November 13, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,100 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $12,500 |
TRUCKER HUSS1 year Service code 29 ONE EMBARCADERO CENTER 12TH FLOOR · SAN FRANCISCO, CA 941113628 | Legal | $3,988 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,957 | $48,576+21.4% | $169,463-65.2% | $56,287+4.7% |
| Participation rate | 83.1% | 65.8%+17.3pp | 77.8%+5.3pp | 69.9%+13.3pp |
| Annual return | -6.68% | -2.51%-4.2pp | 1.83%-8.5pp | -9.96%+3.3pp |
| Employer contribution / active EE | $424 | $1,559-72.8% | $4,159-89.8% | $2,111-79.9% |
| Participant deferral / active EE | $4,115 | $3,275+25.6% | $5,277-22.0% | $3,350+22.8% |
| Admin fee / account holder | $253 | $435-41.8% | $9,109-97.2% | $521-51.4% |