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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $194,883 |
Filed as: LEAVITT, CHRISTENSEN & CO., PLLC Service code 99 · EIN 82-0398216 | Other Fees | $5,360 |
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 | $89,099 | $101,523-12.2% | $141,200-36.9% | $77,775+14.6% |
| Participation rate | 95.2% | 77.4%+17.9pp | 82.5%+12.8pp | 73.2%+22.0pp |
| Annual return | 25.30% | 56.22%-30.9pp | 71.41%-46.1pp | 32.58%-7.3pp |
| Employer contribution / active EE | $2,764 | $3,341-17.3% | $4,736-41.7% | $2,504+10.4% |
| Participant deferral / active EE | $11,309 | $6,434+75.8% | $6,710+68.5% | $3,966+185.2% |
| Admin fee / account holder | $11 | $92-87.4% | $10,265-99.9% | $100-88.5% |