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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 23-2384840 | Bank Trustee | $103,966 |
Service code 10 · EIN 68-0369583 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Accounting | $27,772 |
JWT & ASSOCIATES, LLP5 years Service code 10 · EIN 47-2718509 | Accounting | $10,300 |
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 | $18,029 | $52,293-65.5% | $178,499-89.9% | $73,412-75.4% |
| Participation rate | 97.5% | 65.3%+32.2pp | 81.9%+15.6pp | 72.2%+25.4pp |
| Annual return | 9.32% | 34.75%-25.4pp | 151.10%-141.8pp | 59.30%-50.0pp |
| Employer contribution / active EE | $1,655 | $1,735-4.6% | $5,011-67.0% | $2,234-25.9% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $191 | $127+49.8% | $13,986-98.6% | $158+20.8% |