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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $14,120 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,700 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,925 | $86,298-30.6% | $111,308-46.2% | $85,847-30.2% |
| Participation rate | 85.6% | 73.3%+12.2pp | 77.3%+8.2pp | 69.3%+16.2pp |
| Annual return | 10.15% | 19.99%-9.8pp | 54.67%-44.5pp | 318.61%-308.5pp |
| Employer contribution / active EE | $1,968 | $2,044-3.7% | $2,732-28.0% | $2,565-23.3% |
| Participant deferral / active EE | $4,026 | $3,641+10.6% | $4,487-10.3% | $3,952+1.9% |
| Admin fee / account holder | $178 | $8,189-97.8% | $7,965-97.8% | $6,261-97.2% |