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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $78,816 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,716 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,144 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,182 | $89,093-10.0% | $102,434-21.7% | $77,736+3.1% |
| Participation rate | 94.2% | 80.9%+13.3pp | 76.5%+17.7pp | 70.6%+23.6pp |
| Annual return | 21.51% | 25.03%-3.5pp | 29.46%-7.9pp | 31.26%-9.8pp |
| Employer contribution / active EE | $2,866 | $2,699+6.2% | $3,023-5.2% | $2,728+5.1% |
| Participant deferral / active EE | $7,765 | $5,147+50.9% | $5,055+53.6% | $4,651+67.0% |
| Admin fee / account holder | $163 | $236-30.9% | $9,462-98.3% | $433-62.4% |