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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 27 · EIN 34-1542819 1N JEFFERSON AVE MAC H0006-08R · ST LOUIS, MO 63103 | Advisory (Plan) | $36,929 |
Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $35,232 |
Service code 15 · EIN 81-3429076 1002 LINCOLN DR W STE H · MARLTON, NJ 08053 | Recordkeeping | $4,785 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 26-4310632 HARBORSIDE FINANCIAL CTR, PLAZA 2 · JERSEY CITY, NJ 07311 | Advisory (Plan) | $1,033 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $84,124 | $80,753+4.2% | $136,298-38.3% | $62,293+35.0% |
| Participation rate | 87.6% | 73.5%+14.0pp | 81.9%+5.7pp | 69.5%+18.1pp |
| Annual return | 19.33% | 35.83%-16.5pp | 5156.27%-5136.9pp | 28.90%-9.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $10,019 | $5,164+94.0% | $6,247+60.4% | $3,169+216.2% |
| Admin fee / account holder | $211 | $525-59.7% | $9,244-97.7% | $479-55.9% |