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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 23-2384840 | Advisory (Participants) | $24,522 |
USI CONSULTING GROUP2+ years Filed as: BURKE GROUP Service code 21 · EIN 80-0688755 | Bank Trustee | $20,651 |
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 | $21,446 | $23,385-8.3% | $69,182-69.0% | $57,658-62.8% |
| Participation rate | 79.7% | 37.9%+41.8pp | 55.1%+24.6pp | 70.2%+9.4pp |
| Annual return | 8.52% | -659.34%+667.9pp | -21.93%+30.5pp | 5.13%+3.4pp |
| Employer contribution / active EE | $571 | $422+35.2% | $1,206-52.7% | $1,974-71.1% |
| Participant deferral / active EE | $1,755 | $843+108.2% | $1,897-7.5% | $3,061-42.7% |
| Admin fee / account holder | $102 | $82+24.7% | $2,697-96.2% | $95+8.4% |