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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $99,645 |
GREEN HASSON JANKS1 year Service code 10 10990 WILSHIRE BLVD · LOS ANGELES, CA 90024 | Accounting | $47,961 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $45,667 |
RBC WEALTH MANAGEMENT3+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $16,311 |
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 | $58,960 | $34,242+72.2% | $76,518-22.9% | $75,289-21.7% |
| Participation rate | 93.2% | 43.9%+49.2pp | 68.0%+25.2pp | 72.4%+20.7pp |
| Annual return | 3.92% | -0.98%+4.9pp | -0.27%+4.2pp | -0.04%+4.0pp |
| Employer contribution / active EE | $2,763 | $975+183.4% | $2,647+4.4% | $2,405+14.9% |
| Participant deferral / active EE | $3,989 | $1,872+113.0% | $3,836+4.0% | $3,739+6.7% |
| Admin fee / account holder | $168 | $112+49.9% | $4,849-96.5% | $102+64.0% |