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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $35,679 |
PRIVATE ADVISOR GROUP LLC3+ years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 27 · EIN 27-3463733 | Advisory (Plan) | $32,916 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,635 | $63,299-26.3% | $91,001-48.8% | $62,292-25.1% |
| Participation rate | 89.1% | 73.3%+15.8pp | 75.6%+13.5pp | 69.5%+19.6pp |
| Annual return | 21.39% | 20.99%+0.4pp | 4.60%+16.8pp | 28.90%-7.5pp |
| Employer contribution / active EE | $147 | $1,807-91.9% | $2,456-94.0% | $2,042-92.8% |
| Participant deferral / active EE | $3,089 | $2,943+5.0% | $3,547-12.9% | $3,169-2.5% |
| Admin fee / account holder | $255 | $468-45.5% | $5,417-95.3% | $479-46.8% |