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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $11,731 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,570 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,613 | $73,638-28.6% | $95,964-45.2% | $73,497-28.4% |
| Participation rate | 73.5% | 76.2%-2.6pp | 77.1%-3.6pp | 70.7%+2.8pp |
| Annual return | 18.01% | 16.78%+1.2pp | 91.64%-73.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $1,149 | $1,863-38.3% | $2,541-54.8% | $2,270-49.4% |
| Participant deferral / active EE | $2,291 | $3,617-36.7% | $4,167-45.0% | $3,740-38.7% |
| Admin fee / account holder | $154 | $482-68.0% | $6,797-97.7% | $513-69.9% |