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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Fees | $27,271 |
OLYMPUS HOLDINGS, LLC3+ years Service code 99 · EIN 20-2628892 67 PARK PLACE E, 4TH FLOOR · MORRISTOWN, NJ 07960 | Other Fees | $13,165 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $10,693 |
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 2 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $9,073 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 2 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $5,378 |
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 | $114,133 | $80,753+41.3% | $136,298-16.3% | $62,293+83.2% |
| Participation rate | 82.7% | 73.5%+9.2pp | 81.9%+0.8pp | 69.5%+13.2pp |
| Annual return | 17.67% | 35.83%-18.2pp | 5156.27%-5138.6pp | 28.90%-11.2pp |
| Employer contribution / active EE | $4,575 | $2,884+58.7% | $4,696-2.6% | $2,042+124.0% |
| Participant deferral / active EE | $8,843 | $5,164+71.2% | $6,247+41.5% | $3,169+179.0% |
| Admin fee / account holder | $140 | $525-73.3% | $9,244-98.5% | $479-70.8% |