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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Fees | $30,173 |
MORNINGSTAR4+ years Service code 26 · EIN 36-3297908 2 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $15,132 |
OLYMPUS HOLDINGS, LLC4+ years Service code 99 · EIN 20-2628892 67 PARK PLACE E, 4TH FLOOR · MORRISTOWN, NJ 07960 | Other Fees | $13,785 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
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 | $94,924 | $73,102+29.9% | $123,553-23.2% | $56,289+68.6% |
| Participation rate | 94.9% | 74.3%+20.5pp | 82.3%+12.6pp | 69.9%+25.0pp |
| Annual return | -5.68% | 3.01%-8.7pp | 119.21%-124.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $3,948 | $2,977+32.6% | $4,628-14.7% | $2,111+87.0% |
| Participant deferral / active EE | $7,003 | $5,423+29.2% | $6,426+9.0% | $3,350+109.1% |
| Admin fee / account holder | $129 | $554-76.8% | $9,284-98.6% | $521-75.3% |