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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,022 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $8,750 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,019 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,091 | $65,428+54.5% | $169,390-40.3% | $71,511+41.4% |
| Participation rate | 72.9% | 66.9%+6.0pp | 77.2%-4.3pp | 67.9%+4.9pp |
| Annual return | 18.19% | 21.35%-3.2pp | 406.07%-387.9pp | 28.86%-10.7pp |
| Employer contribution / active EE | $4,440 | $2,064+115.1% | $4,013+10.7% | $2,589+71.5% |
| Participant deferral / active EE | $9,994 | $4,360+129.3% | $6,222+60.6% | $4,291+132.9% |
| Admin fee / account holder | $290 | $1,328-78.2% | $9,015-96.8% | $1,588-81.7% |