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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $32,107 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,415 |
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 | $34,827 | $55,636-37.4% | $81,988-57.5% | $73,493-52.6% |
| Participation rate | 94.4% | 62.3%+32.1pp | 69.3%+25.1pp | 70.7%+23.7pp |
| Annual return | 14.37% | 19.07%-4.7pp | 41.31%-26.9pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,483 | $1,625-8.7% | $2,498-40.7% | $2,270-34.7% |
| Participant deferral / active EE | $4,752 | $2,762+72.0% | $3,722+27.7% | $3,740+27.1% |
| Admin fee / account holder | $164 | $493-66.8% | $5,665-97.1% | $513-68.1% |