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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $37,450 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,170 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,206 | $60,165-33.2% | $74,184-45.8% | $55,167-27.1% |
| Participation rate | 96.7% | 74.2%+22.6pp | 76.6%+20.1pp | 69.0%+27.8pp |
| Annual return | 12.46% | 10.00%+2.5pp | 17.74%-5.3pp | 169.23%-156.8pp |
| Employer contribution / active EE | $358 | $1,600-77.6% | $2,370-84.9% | $1,963-81.8% |
| Participant deferral / active EE | $4,828 | $2,973+62.4% | $3,550+36.0% | $3,054+58.1% |
| Admin fee / account holder | $142 | $419-66.2% | $5,586-97.5% | $504-71.9% |