Filed February 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,758 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,620 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,856 | $93,131-41.1% | $106,554-48.5% | $86,821-36.8% |
| Participation rate | 90.3% | 81.4%+8.9pp | 76.1%+14.2pp | 72.3%+18.1pp |
| Annual return | 13.84% | 19.45%-5.6pp | 26.80%-13.0pp | 97.94%-84.1pp |
| Employer contribution / active EE | $1,340 | $2,895-53.7% | $2,819-52.5% | $2,406-44.3% |
| Participant deferral / active EE | $2,370 | $4,708-49.7% | $4,398-46.1% | $4,132-42.6% |
| Admin fee / account holder | $8 | $145-94.2% | $7,408-99.9% | $170-95.0% |