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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 41-0449260 | Bank Trustee | $44,091 |
CENTRAL COAST ADMINISTRATORS3+ years Service code 14 · EIN 58-2125651 | Plan Administrator | $35,746 |
WADE, HOWARD & ASSOCIATES3+ years Service code 10 · EIN 26-1516917 | Accounting | $9,692 |
REICH, ADELL & CVITAN3+ years Service code 29 · EIN 95-3082677 | Legal | $6,801 |
A.J. LONGO & ASSOCIATES3+ years Service code 22 · EIN 95-2970212 | Insurance Broker | $5,443 |
Employer contribution per participant 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 | $10,067 | $82,546-87.8% | $140,019-92.8% | $75,289-86.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 6.02% | -0.36%+6.4pp | 651.17%-645.1pp | -0.04%+6.1pp |
| Employer contribution / active EE | $225 | $3,856-94.2% | $5,605-96.0% | $2,405-90.6% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $111 | $86+29.7% | $10,705-99.0% | $102+8.7% |