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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $65,558 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $13,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $3,204 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,033 | $89,652+29.4% | $141,162-17.8% | $65,185+78.0% |
| Participation rate | 72.6% | 74.7%-2.1pp | 82.5%-9.9pp | 70.2%+2.4pp |
| Annual return | 23.29% | 32.79%-9.5pp | 71.39%-48.1pp | 29.38%-6.1pp |
| Employer contribution / active EE | $457 | $3,065-85.1% | $4,735-90.3% | $2,177-79.0% |
| Participant deferral / active EE | $6,743 | $5,691+18.5% | $6,709+0.5% | $3,514+91.9% |
| Admin fee / account holder | $272 | $569-52.2% | $10,261-97.4% | $847-67.9% |