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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $31,168 |
MATRANGA & COMPANY1 year Service code 10 · EIN 20-1147648 | Accounting | $7,450 |
Service code 14 · EIN 33-0461574 | Plan Administrator | $6,894 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$2,881 |
Employer contribution per participant 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 | $117,479 | $52,279+124.7% | $89,435+31.4% | $79,856+47.1% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 13.89% | 22.16%-8.3pp | 245.55%-231.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,137 | $2,740+160.4% | $3,890+83.4% | $3,741+90.8% |
| Admin fee / account holder | $208 | $3,356-93.8% | $4,884-95.7% | $5,306-96.1% |