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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $169,057 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $120,963 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,577 | $93,010-9.1% | $76,080+11.2% | $93,010-9.1% |
| Participation rate | 95.7% | 73.9%+21.8pp | 79.4%+16.2pp | 73.9%+21.8pp |
| Annual return | 15.58% | 158.70%-143.1pp | 42.50%-26.9pp | 158.70%-143.1pp |
| Employer contribution / active EE | $2,247 | $2,705-17.0% | $3,962-43.3% | $2,705-17.0% |
| Participant deferral / active EE | $4,082 | $4,561-10.5% | $4,905-16.8% | $4,561-10.5% |
| Admin fee / account holder | $97 | $152-36.4% | $4,883-98.0% | $152-36.4% |