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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $12,969 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,661 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,647 | $85,713-49.1% | $86,698-49.7% | - |
| Participation rate | 89.9% | 72.2%+17.7pp | 76.6%+13.3pp | - |
| Annual return | -18.24% | -20.12%+1.9pp | 35.96%-54.2pp | - |
| Employer contribution / active EE | $1,919 | $1,789+7.3% | $2,837-32.4% | - |
| Participant deferral / active EE | $3,909 | $3,318+17.8% | $4,656-16.0% | - |
| Admin fee / account holder | $156 | $28,935-99.5% | $7,492-97.9% | - |