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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $168,734 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $100,196 |
GREEN HASSON JANKS7 years Service code 10 700 S FLOWER ST · LOS ANGELES, CA 90051 | Accounting | $29,500 |
Annual investment return 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 | $83,869 | $45,022+86.3% | $85,240-1.6% | $200,096-58.1% |
| Participation rate | 85.9% | 45.8%+40.0pp | 67.5%+18.4pp | 72.0%+13.9pp |
| Annual return | 10.13% | 21.00%-10.9pp | 66.75%-56.6pp | 34.26%-24.1pp |
| Employer contribution / active EE | $4,388 | $1,374+219.3% | $2,735+60.4% | $3,038+44.5% |
| Participant deferral / active EE | $6,334 | $2,682+136.2% | $4,527+39.9% | $5,090+24.5% |
| Admin fee / account holder | $176 | $585-69.9% | $6,165-97.1% | $269-34.5% |