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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $12,085 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,280 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,455 | $59,191-43.5% | $76,767-56.4% | $56,289-40.6% |
| Participation rate | 87.2% | 75.2%+12.0pp | 77.0%+10.2pp | 69.9%+17.3pp |
| Annual return | -7.04% | 6.62%-13.7pp | 2.43%-9.5pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,551 | $1,759-11.8% | $2,485-37.6% | $2,111-26.5% |
| Participant deferral / active EE | $3,203 | $3,255-1.6% | $3,852-16.8% | $3,350-4.4% |
| Admin fee / account holder | $157 | $489-68.0% | $6,675-97.7% | $521-69.9% |