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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 18 · EIN 94-1347393 | Trustee (discretionary); Trustee (ban... | $11,357 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $592 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,264 | $80,753-3.1% | $136,298-42.6% | $62,293+25.6% |
| Participation rate | 84.8% | 73.5%+11.3pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 14.40% | 35.83%-21.4pp | 5156.27%-5141.9pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,143 | $2,884-60.4% | $4,696-75.7% | $2,042-44.0% |
| Participant deferral / active EE | $4,083 | $5,164-20.9% | $6,247-34.6% | $3,169+28.8% |
| Admin fee / account holder | $285 | $525-45.7% | $9,244-96.9% | $479-40.5% |