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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $32,205 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $10,246 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 37 · EIN 22-1211670 | Loan Processing | $1,878 |
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 | $55,238 | $65,118-15.2% | $76,766-28.0% | $55,725-0.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -3.56% | -1.27%-2.3pp | 2.43%-6.0pp | 244.93%-248.5pp |
| Employer contribution / active EE | $2,971 | $1,941+53.0% | $2,485+19.5% | $2,078+42.9% |
| Participant deferral / active EE | $1,774 | $3,688-51.9% | $3,851-53.9% | $3,356-47.1% |
| Admin fee / account holder | $96 | $116-17.1% | $6,675-98.6% | $115-16.6% |