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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $43,935 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $17,784 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,697 | $79,519-12.4% | $95,964-27.4% | $73,412-5.1% |
| Participation rate | 83.2% | 81.2%+2.0pp | 77.1%+6.1pp | 72.2%+11.0pp |
| Annual return | 14.12% | 19.20%-5.1pp | 91.64%-77.5pp | 59.30%-45.2pp |
| Employer contribution / active EE | $1,235 | $2,048-39.7% | $2,541-51.4% | $2,234-44.7% |
| Participant deferral / active EE | $5,689 | $4,138+37.5% | $4,167+36.5% | $3,806+49.5% |
| Admin fee / account holder | $200 | $184+8.4% | $6,797-97.1% | $158+26.5% |