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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 23-2384840 | Advisory (Participants) | $24,937 |
USI CONSULTING GROUP1+ years Filed as: BURKE GROUP Service code 21 · EIN 80-0688755 | Bank Trustee | $22,079 |
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 | $20,742 | $22,714-8.7% | $59,496-65.1% | $55,191-62.4% |
| Participation rate | 78.2% | 37.5%+40.7pp | 54.6%+23.6pp | 69.2%+9.0pp |
| Annual return | -1.71% | -44.01%+42.3pp | 182.05%-183.8pp | 10.78%-12.5pp |
| Employer contribution / active EE | $509 | $418+21.8% | $1,153-55.9% | $1,899-73.2% |
| Participant deferral / active EE | $1,852 | $843+119.6% | $1,829+1.2% | $3,046-39.2% |
| Admin fee / account holder | $115 | $83+37.6% | $2,232-94.9% | $91+26.3% |