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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $500,335 |
TETRA TECH, INC.2+ years Service code 50 · EIN 95-4148514 | Direct Payment | $88,482 |
KORN FERRY HAY GROUP2+ years Filed as: PERRY HAY LLP Service code 10 · EIN 95-3535236 | Accounting | $44,360 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & CONSULTING Service code 27 · EIN 95-4660745 | Advisory (Plan) | $37,500 |
BPS&M2+ years Service code 10 · EIN 62-0853448 | Accounting | $10,483 |
MUSICK, PEELER & GARRETT2+ years Service code 29 · EIN 95-1777575 | Legal | $9,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $123,978 | $100,589+23.3% | $136,298-9.0% | $177,276-30.1% |
| Participation rate | 63.6% | 77.4%-13.9pp | 81.9%-18.3pp | 74.8%-11.3pp |
| Annual return | 17.15% | 39.18%-22.0pp | 5156.27%-5139.1pp | 21.25%-4.1pp |
| Employer contribution / active EE | $1,303 | $3,259-60.0% | $4,696-72.2% | $2,479-47.4% |
| Participant deferral / active EE | $5,074 | $5,830-13.0% | $6,247-18.8% | $3,881+30.7% |
| Admin fee / account holder | $87 | $55+58.8% | $9,244-99.1% | $154-43.6% |