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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $107,857 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $65,055 |
GREEN HASSON JANKS3 years Service code 10 10990 WILSHIRE BLVD · LOS ANGELES, CA 90024 | Accounting | $29,800 |
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 | $68,478 | $46,219+48.2% | $89,414-23.4% | $90,274-24.1% |
| Participation rate | 94.3% | 44.9%+49.4pp | 68.0%+26.3pp | 73.4%+20.9pp |
| Annual return | 7.10% | 25.71%-18.6pp | 245.50%-238.4pp | 53.97%-46.9pp |
| Employer contribution / active EE | $3,121 | $953+227.5% | $2,586+20.7% | $2,523+23.7% |
| Participant deferral / active EE | $4,669 | $2,136+118.6% | $3,890+20.0% | $4,231+10.4% |
| Admin fee / account holder | $153 | $147+4.0% | $4,883-96.9% | $114+33.8% |