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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 55 · EIN 34-1542819 | Other Commissions | $19,606 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 37 · EIN 22-1211670 | Loan Processing | $1,185 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 72 · EIN 22-1211670 | Other investment fees and expenses | $0 |
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 | $70,519 | $69,305+1.8% | $82,312-14.3% | $69,631+1.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 14.96% | 21.47%-6.5pp | 25.88%-10.9pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $3,704 | $1,887+96.3% | $2,428+52.5% | $2,032+82.3% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $5 | $97-95.3% | $5,608-99.9% | $110-95.9% |