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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 28 · EIN 41-0449260 | Investment Management | $53,261 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD Service code 28 P.O. BOX 709 · VALLEY FORGE, PA 194820709 | Investment Management | $40,693 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $686,881 | $84,784+710.2% | $98,462+597.6% | $74,478+822.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | -15.13% | 20.59%-35.7pp | 21.20%-36.3pp | 34.37%-49.5pp |
| Employer contribution / active EE | $8,177 | $3,364+143.1% | $3,049+168.2% | $2,637+210.1% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $258 | $204+26.1% | $8,875-97.1% | $347-25.7% |