Filed April 30, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $15,759 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,810 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,850 | $78,636+6.6% | $105,607-20.6% | $74,459+12.6% |
| Participation rate | 82.3% | 72.8%+9.5pp | 75.3%+7.0pp | 67.2%+15.1pp |
| Annual return | 11.51% | 15.96%-4.4pp | 116.11%-104.6pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,465 | $2,523-42.0% | $3,167-53.8% | $2,626-44.2% |
| Participant deferral / active EE | $4,347 | $4,322+0.6% | $5,011-13.3% | $4,350-0.1% |
| Admin fee / account holder | $128 | $2,220-94.2% | $10,958-98.8% | $1,945-93.4% |