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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO Service code 21 · EIN 23-2384840 | Bank Trustee | $51,964 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT Service code 21 · EIN 82-2384824 | Bank Trustee | $29,052 |
TDA INVESTMENT GROUP1 year Filed as: TDA Service code 21 · EIN 06-0988655 | Bank Trustee | $16,067 |
Service code 10 · EIN 68-0369583 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Accounting | $13,000 |
JWT & ASSOCIATES, LLP7+ years Service code 10 · EIN 47-2718509 | Accounting | $10,300 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,488 | $46,325-60.1% | $143,788-87.1% | $64,814-71.5% |
| Participation rate | 97.8% | 64.2%+33.6pp | 80.3%+17.5pp | 71.5%+26.3pp |
| Annual return | -8.76% | -10.05%+1.3pp | -0.03%-8.7pp | 32.84%-41.6pp |
| Employer contribution / active EE | $3,777 | $1,911+97.6% | $4,952-23.7% | $2,507+50.7% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,310-100.0% |
| Admin fee / account holder | $187 | $154+21.5% | $14,675-98.7% | $188-0.5% |