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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 99 · EIN 34-1542819 | Other Fees | $29,635 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH & BROWN Service code 99 · EIN 22-2027092 | Other Fees | $14,420 |
Service code 99 · EIN 71-0294708 | Other Fees | $11,947 |
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 | $131,230 | $89,367+46.8% | $141,191-7.1% | $72,975+79.8% |
| Participation rate | 82.4% | 75.1%+7.2pp | 82.5%-0.1pp | 69.5%+12.9pp |
| Annual return | 22.49% | 111.87%-89.4pp | 71.41%-48.9pp | 81.01%-58.5pp |
| Employer contribution / active EE | $2,407 | $3,115-22.7% | $4,736-49.2% | $2,440-1.4% |
| Participant deferral / active EE | $8,658 | $5,419+59.8% | $6,710+29.0% | $3,608+140.0% |
| Admin fee / account holder | $88 | $5,957-98.5% | $10,264-99.1% | $5,124-98.3% |