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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 16 ONE NORTH JEFFERSON · ST LOUIS, MO 63103 | Consulting | $9,776 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,550 |
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 | $99,704 | $62,324+60.0% | $68,509+45.5% | $55,191+80.7% |
| Participation rate | 85.1% | 78.9%+6.2pp | 74.7%+10.3pp | 69.2%+15.9pp |
| Annual return | -1.02% | 4.26%-5.3pp | 8.27%-9.3pp | 10.78%-11.8pp |
| Employer contribution / active EE | $4,098 | $2,223+84.4% | $2,278+79.9% | $1,899+115.8% |
| Participant deferral / active EE | $3,776 | $3,425+10.2% | $3,382+11.6% | $3,046+23.9% |
| Admin fee / account holder | $27 | $91-70.4% | $5,275-99.5% | $91-70.2% |