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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,343 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $20,327 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,266 | $61,166+6.7% | $185,849-64.9% | $79,391-17.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 15.42% | 19.45%-4.0pp | 122.10%-106.7pp | 116.88%-101.5pp |
| Employer contribution / active EE | $1,880 | $2,321-19.0% | $5,169-63.6% | $2,428-22.6% |
| Participant deferral / active EE | $5,241 | $2,789+87.9% | $5,569-5.9% | $4,046+29.5% |
| Admin fee / account holder | $166 | $710-76.6% | $16,244-99.0% | $627-73.4% |