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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Fees | $16,967 |
OLYMPUS HOLDINGS, LLC1+ years Service code 99 · EIN 20-2628892 67 PARK PLACE E, 4TH FLOOR · MORRISTOWN, NJ 07960 | Other Fees | $14,305 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 2 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $13,361 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,244 | $70,002+36.1% | $115,038-17.2% | $52,331+82.0% |
| Participation rate | 85.4% | 72.1%+13.3pp | 81.4%+4.0pp | 68.1%+17.3pp |
| Annual return | -2.07% | 4.04%-6.1pp | 26.14%-28.2pp | 4.54%-6.6pp |
| Employer contribution / active EE | $4,388 | $2,715+61.6% | $4,608-4.8% | $1,882+133.2% |
| Participant deferral / active EE | $7,888 | $4,920+60.3% | $6,026+30.9% | $3,022+161.0% |
| Admin fee / account holder | $139 | $566-75.4% | $8,175-98.3% | $592-76.5% |