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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 · EIN 13-2624428 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $19,074 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $5,076 |
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 | $60,259 | $73,404-17.9% | $87,104-30.8% | $67,579-10.8% |
| Participation rate | 80.3% | 80.9%-0.5pp | 76.9%+3.4pp | 71.3%+9.0pp |
| Annual return | 25.31% | 48.29%-23.0pp | 28.19%-2.9pp | 378.56%-353.2pp |
| Employer contribution / active EE | $1,160 | $2,014-42.4% | $2,521-54.0% | $2,148-46.0% |
| Participant deferral / active EE | $5,145 | $3,913+31.5% | $4,048+27.1% | $3,539+45.4% |
| Admin fee / account holder | $76 | $142-46.5% | $7,491-99.0% | $142-46.8% |