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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $27,312 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,584 |
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 | $45,767 | $69,305-34.0% | $82,312-44.4% | $69,631-34.3% |
| Participation rate | 88.6% | 80.3%+8.3pp | 76.9%+11.7pp | 70.7%+17.9pp |
| Annual return | 19.54% | 21.47%-1.9pp | 25.88%-6.3pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $740 | $1,887-60.8% | $2,428-69.5% | $2,032-63.6% |
| Participant deferral / active EE | $4,649 | $3,568+30.3% | $3,706+25.4% | $3,224+44.2% |
| Admin fee / account holder | $122 | $97+25.7% | $5,608-97.8% | $110+10.6% |