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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $8,937 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,238 | $45,312-26.6% | $86,233-61.5% | $67,986-51.1% |
| Participation rate | 48.8% | 42.4%+6.3pp | 69.0%-20.3pp | 57.2%-8.5pp |
| Annual return | 21.76% | 24.79%-3.0pp | 61.39%-39.6pp | 31.67%-9.9pp |
| Employer contribution / active EE | $356 | $1,160-69.3% | $2,504-85.8% | $2,019-82.4% |
| Participant deferral / active EE | $3,167 | $2,185+45.0% | $4,559-30.5% | $3,358-5.7% |
| Admin fee / account holder | $88 | $3,295-97.3% | $8,342-98.9% | $3,203-97.3% |