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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 13 401 S TRYON ST, 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Contract Administrator | $13,938 |
Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $1,250 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,009 |
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 | $20,930 | $58,275-64.1% | $81,844-74.4% | $80,935-74.1% |
| Participation rate | 89.3% | 63.5%+25.9pp | 72.4%+17.0pp | 67.7%+21.7pp |
| Annual return | 14.03% | 41.82%-27.8pp | 778.87%-764.8pp | 35.66%-21.6pp |
| Employer contribution / active EE | $3,386 | $2,346+44.3% | $2,916+16.1% | $2,757+22.8% |
| Participant deferral / active EE | $4,191 | $3,285+27.6% | $4,323-3.1% | $4,299-2.5% |
| Admin fee / account holder | $5 | $4,749-99.9% | $7,355-99.9% | $6,924-99.9% |