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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $178,811 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $68,692 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $447 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,131 | $131,639-26.2% | $112,040-13.3% | $103,975-6.6% |
| Participation rate | 99.4% | 88.3%+11.1pp | 76.5%+22.9pp | 72.5%+26.9pp |
| Annual return | 14.27% | 14.57%-0.3pp | 24.52%-10.2pp | 19.41%-5.1pp |
| Employer contribution / active EE | $3,471 | $3,865-10.2% | $2,954+17.5% | $3,722-6.8% |
| Participant deferral / active EE | $8,753 | $6,986+25.3% | $5,098+71.7% | $5,343+63.8% |
| Admin fee / account holder | $118 | $134-12.3% | $12,098-99.0% | $332-64.6% |