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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $13,726 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $13,210 |
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 | $102,100 | $75,284+35.6% | $91,004+12.2% | $69,631+46.6% |
| Participation rate | 85.8% | 80.4%+5.4pp | 75.6%+10.2pp | 70.7%+15.1pp |
| Annual return | 15.01% | 48.40%-33.4pp | 4.60%+10.4pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $3,270 | $2,473+32.2% | $2,456+33.2% | $2,032+60.9% |
| Participant deferral / active EE | $3,323 | $3,700-10.2% | $3,548-6.3% | $3,224+3.1% |
| Admin fee / account holder | $33 | $111-70.3% | $5,417-99.4% | $110-70.3% |