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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $33,283 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,310 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,201 | $91,537+102.3% | $130,045+42.4% | $75,173+146.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.15% | -631.55%+647.7pp | -137.30%+153.5pp | 160.72%-144.6pp |
| Employer contribution / active EE | $3,430 | $2,845+20.6% | $4,321-20.6% | $2,671+28.4% |
| Participant deferral / active EE | $4,387 | $4,343+1.0% | $5,820-24.6% | $4,126+6.3% |
| Admin fee / account holder | $262 | $6,780-96.1% | $10,600-97.5% | $5,651-95.4% |