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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK, NA Service code 13 · EIN 41-0449260 | Contract Administrator | $52,804 |
BENESYS, INC.1 year Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $43,235 |
THE WAGNER LAW GROUP1 year Service code 29 · EIN 04-3323315 | Legal | $15,009 |
WADE, HOWARD & ASSOCIATES7+ years Service code 10 · EIN 26-1516917 | Accounting | $12,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,533 | $76,774-86.3% | $112,263-90.6% | $77,906-86.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -7.70% | -10.25%+2.5pp | 27.49%-35.2pp | 12.16%-19.9pp |
| Employer contribution / active EE | $306 | $3,977-92.3% | $3,636-91.6% | $2,846-89.2% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $120 | $239-49.7% | $6,410-98.1% | $133-9.4% |