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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 15 · EIN 23-2384840 4051 EAST SUNRISE, SUITE 200 · TUSCON, AZ 85718 | Recordkeeping | $10,077 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 7.28% | 45.66%-38.4pp | 5.00%+2.3pp | 11.88%-4.6pp |
| Employer contribution / active EE | $6,475 | $9,637-32.8% | $35,918-82.0% | $14,612-55.7% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |