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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $523,463 |
TETRA TECH, INC.1+ years Service code 50 · EIN 95-4148514 | Direct Payment | $58,257 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & CONSULTING Service code 27 · EIN 95-4660745 | Advisory (Plan) | $50,000 |
KORN FERRY HAY GROUP1+ years Filed as: PERRY HAY LLP Service code 10 · EIN 95-3535236 | Accounting | $26,784 |
MUSICK, PEELER & GARRETT1+ years Service code 29 · EIN 95-1777575 | Legal | $19,698 |
BPS&M1+ years Service code 10 · EIN 62-1647117 | Accounting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $107,070 | $86,372+24.0% | $123,894-13.6% | $65,292+64.0% |
| Participation rate | 62.3% | 76.9%-14.7pp | 81.4%-19.2pp | 72.4%-10.2pp |
| Annual return | 14.15% | 11.27%+2.9pp | 47.52%-33.4pp | 11.84%+2.3pp |
| Employer contribution / active EE | $1,051 | $2,838-63.0% | $4,617-77.2% | $2,302-54.3% |
| Participant deferral / active EE | $4,711 | $5,625-16.2% | $5,984-21.3% | $3,579+31.7% |
| Admin fee / account holder | $83 | $53+58.1% | $8,357-99.0% | $57+45.6% |