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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $43,751 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $21,204 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $31,560 | $72,770-56.6% | $67,653-53.3% | $55,191-42.8% |
| Participation rate | 96.9% | 78.8%+18.1pp | 75.7%+21.2pp | 69.2%+27.7pp |
| Annual return | 0.52% | -3.26%+3.8pp | 6625.22%-6624.7pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,525 | $1,769-13.8% | $2,266-32.7% | $1,899-19.7% |
| Participant deferral / active EE | $2,411 | $3,408-29.3% | $3,560-32.3% | $3,046-20.9% |
| Admin fee / account holder | $106 | $79+34.9% | $4,821-97.8% | $91+17.1% |