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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $34,163 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 37 · EIN 22-1211670 | Loan Processing | $7,195 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 72 · EIN 22-1211670 | Other investment fees and expenses | $0 |
Filed as: PRUDENTIAL INURANCE COMAPNY Service code 72 · EIN 22-1211670 | Other investment fees and expenses | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,619 | $79,519-1.1% | $95,956-18.1% | $73,412+7.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 11.84% | 19.20%-7.4pp | 91.63%-79.8pp | 59.30%-47.5pp |
| Employer contribution / active EE | $50 | $2,048-97.5% | $2,541-98.0% | $2,234-97.7% |
| Participant deferral / active EE | $1,731 | $4,138-58.2% | $4,167-58.5% | $3,806-54.5% |
| Admin fee / account holder | $110 | $184-40.4% | $6,797-98.4% | $158-30.4% |