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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 23-2384840 | Advisory (Participants) | $25,936 |
USI CONSULTING GROUP3+ years Filed as: BURKE GROUP Service code 21 · EIN 80-0688755 | Bank Trustee | $22,509 |
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 | $24,150 | $28,416-15.0% | $73,550-67.2% | $69,631-65.3% |
| Participation rate | 80.4% | 38.3%+42.0pp | 54.9%+25.4pp | 70.7%+9.7pp |
| Annual return | 17.43% | -694.13%+711.6pp | -15.16%+32.6pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $737 | $430+71.3% | $1,219-39.5% | $2,032-63.7% |
| Participant deferral / active EE | $2,138 | $897+138.3% | $1,804+18.5% | $3,224-33.7% |
| Admin fee / account holder | $108 | $104+3.3% | $2,320-95.4% | $110-2.4% |