Filed December 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON STREET · CHARLOTTE, NC 28081 | Advisory (Plan) | $76,099 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $18,495 |
TD AMERITRADE, INC.3+ years Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,569 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
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 | $186,995 | $155,795+20.0% | $136,298+37.2% | $69,631+168.6% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 70.7%+28.1pp |
| Annual return | 19.61% | 232464.33%-232444.7pp | 5156.27%-5136.7pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $7,345 | $2,991+145.6% | $4,696+56.4% | $2,032+261.4% |
| Participant deferral / active EE | $8,553 | $5,394+58.6% | $6,247+36.9% | $3,224+165.3% |
| Admin fee / account holder | $270 | $128+110.7% | $9,244-97.1% | $110+144.7% |