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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,690 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $11,397 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,716 | $61,755-22.7% | $97,161-50.9% | $80,911-41.0% |
| Participation rate | 91.5% | 63.5%+28.0pp | 72.7%+18.8pp | 67.6%+23.9pp |
| Annual return | 13.37% | -557.90%+571.3pp | 75.36%-62.0pp | 35.63%-22.3pp |
| Employer contribution / active EE | $1,214 | $1,835-33.8% | $2,723-55.4% | $2,756-55.9% |
| Participant deferral / active EE | $2,342 | $3,026-22.6% | $4,265-45.1% | $4,297-45.5% |
| Admin fee / account holder | $230 | $5,166-95.5% | $5,647-95.9% | $6,935-96.7% |