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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 41-0449260 | Bank Trustee | $44,916 |
CENTRAL COAST ADMINISTRATORS1+ years Service code 14 · EIN 58-2125651 | Plan Administrator | $40,923 |
REICH, ADELL & CVITAN1+ years Service code 29 · EIN 95-3082677 | Legal | $12,649 |
WADE, HOWARD & ASSOCIATES1+ years Service code 10 · EIN 26-1516917 | Accounting | $8,200 |
A.J. LONGO & ASSOCIATES1+ years Service code 22 · EIN 95-2970212 | Insurance Broker | $5,801 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,876 | $80,354-87.7% | $133,975-92.6% | $63,975-84.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | -0.81% | 13.11%-13.9pp | 29.29%-30.1pp | 48.65%-49.5pp |
| Employer contribution / active EE | $233 | $3,503-93.3% | $5,211-95.5% | $2,182-89.3% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $114 | $69+63.8% | $9,324-98.8% | $70+61.2% |