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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 23-2384840 | Bank Trustee | $80,702 |
Service code 15 · EIN 68-0369583 | Recordkeeping | $14,780 |
TCA PARTNERS, LLP1+ years Service code 10 · EIN 20-2707086 | Accounting | $8,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,592 | $37,117-71.5% | $147,617-92.8% | $55,191-80.8% |
| Participation rate | 98.3% | 63.6%+34.7pp | 84.6%+13.7pp | 69.2%+29.1pp |
| Annual return | -5.51% | 3.44%-9.0pp | 61.98%-67.5pp | 10.78%-16.3pp |
| Employer contribution / active EE | $2,321 | $1,620+43.3% | $5,564-58.3% | $1,899+22.3% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $205 | $86+139.1% | $11,612-98.2% | $91+125.4% |