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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 27 13625 CALIFORNIA ST., 1ST FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $69,915 |
Filed as: KRAVITZ, LLC Service code 11 · EIN 82-3719843 | Actuarial | $45,510 |
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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 | $0 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 15.31% | 12.96%+2.4pp | 20.73%-5.4pp | 16.32%-1.0pp |
| Employer contribution / active EE | $22,528 | $12,913+74.5% | $36,503-38.3% | $17,007+32.5% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |