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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Fees | $23,243 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $22,592 |
OLYMPUS HOLDINGS, LLC2+ years Service code 99 · EIN 20-2628892 67 PARK PLACE E, 4TH FLOOR · MORRISTOWN, NJ 07960 | Other Fees | $13,830 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 2 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $11,028 |
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 | $95,214 | $75,183+26.6% | $123,894-23.1% | $55,167+72.6% |
| Participation rate | 82.1% | 72.8%+9.3pp | 81.4%+0.7pp | 69.0%+13.1pp |
| Annual return | 9.97% | 19.01%-9.0pp | 47.52%-37.5pp | 169.23%-159.3pp |
| Employer contribution / active EE | $4,082 | $2,823+44.6% | $4,617-11.6% | $1,963+108.0% |
| Participant deferral / active EE | $7,217 | $5,084+41.9% | $5,984+20.6% | $3,054+136.3% |
| Admin fee / account holder | $128 | $663-80.7% | $8,357-98.5% | $504-74.7% |