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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $4,173 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $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 | $155,388 | $60,396+157.3% | $111,392+39.5% | $56,289+176.1% |
| Participation rate | 99.2% | 72.4%+26.8pp | 78.9%+20.4pp | 69.9%+29.4pp |
| Annual return | -4.25% | 20.26%-24.5pp | -2.06%-2.2pp | -9.96%+5.7pp |
| Employer contribution / active EE | $5,873 | $3,459+69.8% | $4,328+35.7% | $2,111+178.2% |
| Participant deferral / active EE | $5,668 | $4,421+28.2% | $5,567+1.8% | $3,350+69.2% |
| Admin fee / account holder | $27 | $610-95.6% | $12,266-99.8% | $521-94.8% |