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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $91,402 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $43,268 |
GREEN HASSON JANKS6 years Service code 10 700 S FLOWER ST · LOS ANGELES, CA 90017 | Accounting | $8,750 |
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 | $77,758 | $40,278+93.1% | $80,627-3.6% | $80,157-3.0% |
| Participation rate | 84.4% | 47.5%+36.9pp | 67.0%+17.4pp | 72.9%+11.5pp |
| Annual return | 7.97% | 50.86%-42.9pp | 936.76%-928.8pp | 40.39%-32.4pp |
| Employer contribution / active EE | $2,541 | $1,332+90.7% | $2,723-6.7% | $2,977-14.6% |
| Participant deferral / active EE | $3,626 | $2,696+34.5% | $4,443-18.4% | $5,015-27.7% |
| Admin fee / account holder | $90 | $210-57.1% | $5,381-98.3% | $145-37.8% |