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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 27 265 FRANKLIN STREET, 4TH FLOOR · BOSTON, MA 02110 | Advisory (Plan) | $5,250 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,198 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,438 | $86,655+36.7% | $119,608-1.0% | $66,930+77.0% |
| Participation rate | 99.3% | 75.6%+23.8pp | 79.3%+20.1pp | 69.8%+29.5pp |
| Annual return | -19.64% | -8.00%-11.6pp | -14.98%-4.7pp | 1.57%-21.2pp |
| Employer contribution / active EE | $2,914 | $2,536+14.9% | $4,232-31.2% | $2,545+14.5% |
| Participant deferral / active EE | $7,221 | $4,358+65.7% | $5,601+28.9% | $4,238+70.4% |
| Admin fee / account holder | $40 | $755-94.7% | $10,326-99.6% | $593-93.2% |