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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $402,434 |
Service code 49 · EIN 82-0433443 | Other Services | $91,562 |
Service code 99 · EIN 59-2937883 | Other Fees | $87,367 |
Filed as: VOYA Service code 99 · EIN 13-3958609 | Other Fees | $15,096 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,772 | $120,450+10.2% | $159,495-16.8% | $93,010+42.8% |
| Participation rate | 92.7% | 78.0%+14.7pp | 82.8%+9.8pp | 73.9%+18.8pp |
| Annual return | 16.84% | 27.11%-10.3pp | 263.72%-246.9pp | 158.70%-141.9pp |
| Employer contribution / active EE | $3,076 | $3,526-12.8% | $4,831-36.3% | $2,705+13.7% |
| Participant deferral / active EE | $13,555 | $7,283+86.1% | $7,354+84.3% | $4,561+197.2% |
| Admin fee / account holder | $17 | $137-87.4% | $10,804-99.8% | $152-88.6% |