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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $107,733 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,044 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,198 | $89,808+12.7% | $100,383+0.8% | $77,671+30.3% |
| Participation rate | 96.6% | 81.2%+15.4pp | 81.5%+15.1pp | 70.6%+26.0pp |
| Annual return | 17.13% | 20.62%-3.5pp | 49.26%-32.1pp | 31.21%-14.1pp |
| Employer contribution / active EE | $4,838 | $3,039+59.2% | $3,944+22.7% | $2,726+77.5% |
| Participant deferral / active EE | $14,945 | $8,284+80.4% | $8,086+84.8% | $4,648+221.6% |
| Admin fee / account holder | $3 | $174-98.1% | $7,900-100.0% | $430-99.2% |