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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 23-2384840 | Bank Trustee | $91,675 |
Service code 15 · EIN 68-0369583 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Recordkeeping | $23,898 |
JWT & ASSOCIATES, LLP4 years Service code 10 · EIN 47-2718509 | Accounting | $9,750 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,157 | $62,928-72.7% | $172,752-90.1% | $67,579-74.6% |
| Participation rate | 98.3% | 64.5%+33.8pp | 82.6%+15.6pp | 71.3%+27.0pp |
| Annual return | 19.12% | 30.36%-11.2pp | 802.97%-783.9pp | 378.56%-359.4pp |
| Employer contribution / active EE | $3,089 | $1,636+88.8% | $5,144-39.9% | $2,148+43.8% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $189 | $167+13.1% | $13,955-98.6% | $142+32.5% |