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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $38,349 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $11,210 |
Annual investment return 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 | $46,066 | $65,118-29.3% | $76,767-40.0% | $55,725-17.3% |
| Participation rate | 81.0% | 79.6%+1.4pp | 77.0%+4.0pp | 70.9%+10.1pp |
| Annual return | -6.21% | -1.27%-4.9pp | 2.43%-8.6pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,063 | $1,941-45.2% | $2,485-57.2% | $2,078-48.8% |
| Participant deferral / active EE | $4,771 | $3,688+29.4% | $3,852+23.9% | $3,356+42.2% |
| Admin fee / account holder | $161 | $116+39.3% | $6,675-97.6% | $115+40.2% |