Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 10 WEST THIRD STREET · WILLIAMSPORT, PA 17701 | Advisory (Plan) | $8,590 |
DOUBLELINE CAPITAL LP2+ years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
GAMCO ASSET MANAGEMENT2+ years Filed as: GABELLI FUNDS LLC Service code 28 ONE CORPORATE CENTER · RYE, NY 105801422 | Investment Management | $0 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON2+ years Filed as: LEGG MASON PARTNERS FUND ADVISOR, L Service code 28 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Investment Management | $0 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO LL Service code 28 · EIN 95-2632339 | Investment Management | $0 |
Filed as: PRUDENTIAL INVESTMENTS LLC Service code 28 · EIN 22-3703799 | Investment Management | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO FUNDS MANAGEMENT LLC Service code 28 · EIN 41-0449260 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,527 | $75,183-51.4% | $123,894-70.5% | $55,167-33.8% |
| Participation rate | 98.3% | 72.8%+25.5pp | 81.4%+16.9pp | 69.0%+29.3pp |
| Annual return | 6.58% | 19.01%-12.4pp | 47.52%-40.9pp | 169.23%-162.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $28 | $663-95.7% | $8,357-99.7% | $504-94.4% |