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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC5+ years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 27 · EIN 27-3463733 | Advisory (Plan) | $38,851 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $32,664 |
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 | $52,615 | $74,347-29.2% | $93,606-43.8% | $67,579-22.1% |
| Participation rate | 82.4% | 80.6%+1.8pp | 75.8%+6.6pp | 71.3%+11.1pp |
| Annual return | 21.31% | 28.07%-6.8pp | 32.76%-11.4pp | 378.56%-357.2pp |
| Employer contribution / active EE | $208 | $2,583-91.9% | $2,718-92.3% | $2,148-90.3% |
| Participant deferral / active EE | $3,013 | $4,060-25.8% | $4,069-25.9% | $3,539-14.9% |
| Admin fee / account holder | $257 | $123+109.7% | $7,888-96.7% | $142+80.8% |