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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 36-4019175 ONE NORTH JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Participants) | $24,207 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $1,190 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,375 | $59,093-55.4% | $97,295-72.9% | $77,762-66.1% |
| Participation rate | 18.0% | 67.8%-49.8pp | 72.7%-54.7pp | 70.6%-52.6pp |
| Annual return | 10.38% | 16.93%-6.6pp | 75.62%-65.2pp | 31.27%-20.9pp |
| Employer contribution / active EE | $334 | $1,727-80.7% | $2,723-87.7% | $2,728-87.8% |
| Participant deferral / active EE | $531 | $3,901-86.4% | $4,264-87.5% | $4,651-88.6% |
| Admin fee / account holder | $290 | $346-16.3% | $5,646-94.9% | $433-33.1% |