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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $493,782 |
KORN FERRY HAY GROUP3+ years Filed as: PERRY HAY LLP Service code 10 · EIN 95-3535236 | Accounting | $60,773 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & CONSULTING Service code 27 · EIN 95-4660745 | Advisory (Plan) | $50,000 |
TETRA TECH, INC.3+ years Service code 50 · EIN 95-4148514 | Direct Payment | $24,052 |
FINLEY & COOK1 year Filed as: FINLEY Service code 10 · EIN 62-0853448 | Accounting | $21,880 |
MUSICK, PEELER & GARRETT3+ years Service code 29 · EIN 95-1777575 | Legal | $14,851 |
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 | $137,828 | $83,812+64.4% | $123,553+11.6% | $68,904+100.0% |
| Participation rate | 65.7% | 77.0%-11.3pp | 82.3%-16.6pp | 74.1%-8.4pp |
| Annual return | 11.30% | 0.60%+10.7pp | 119.21%-107.9pp | 1.07%+10.2pp |
| Employer contribution / active EE | $2,785 | $2,924-4.8% | $4,628-39.8% | $2,540+9.6% |
| Participant deferral / active EE | $5,619 | $5,609+0.2% | $6,426-12.6% | $4,015+39.9% |
| Admin fee / account holder | $102 | $65+56.7% | $9,284-98.9% | $71+42.7% |