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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 27 · EIN 94-1347393 | Advisory (Plan) | $45,353 |
Filed as: EMPOWER CAPITAL MANAGEMENT, LLC Service code 27 · EIN 84-1444062 | Advisory (Plan) | $15,251 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNU CO Service code 27 · EIN 06-1050034 | Advisory (Plan) | $12,015 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,703-100.0% | $80,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 5.6%-5.6pp | 12.4%-12.4pp |
| Annual return | -3.95% | 9.49%-13.4pp | 15.31%-19.3pp | 9.89%-13.8pp |
| Employer contribution / active EE | $0 | $12,214-100.0% | $28,686-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $74-100.0% | $126-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $547-100.0% | $456-100.0% | $9,084-100.0% |