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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $112,184 |
Filed as: LEAVITT, CHRISTENSEN & CO. PLLC Service code 99 | Other Fees | $5,261 |
Filed as: VOYA RETIREMENT INSURANCE & ANN CO. Service code 99 | Other Fees | $1,000 |
Filed as: LEAVITT, CHRISTENSEN & CO., PLLC Service code 99 · EIN 82-0398216 | Other Fees | $0 |
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 | $68,062 | $88,874-23.4% | $123,553-44.9% | $75,289-9.6% |
| Participation rate | 98.3% | 75.9%+22.5pp | 82.3%+16.0pp | 72.4%+25.9pp |
| Annual return | -6.92% | 4.22%-11.1pp | 119.21%-126.1pp | -0.04%-6.9pp |
| Employer contribution / active EE | $2,393 | $3,256-26.5% | $4,628-48.3% | $2,405-0.5% |
| Participant deferral / active EE | $10,279 | $6,174+66.5% | $6,426+60.0% | $3,739+174.9% |
| Admin fee / account holder | $5 | $95-94.6% | $9,284-99.9% | $102-95.0% |