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 | $78,562+6.7% | $105,608-20.6% | $74,429+12.7% |
| Participation rate | 82.3% | 72.8%+9.5pp | 75.3%+7.0pp | 67.2%+15.1pp |
| Annual return | 11.51% | 15.94%-4.4pp | 116.50%-105.0pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $1,465 | $2,521-41.9% | $3,167-53.8% | $2,625-44.2% |
| Participant deferral / active EE | $4,347 | $4,321+0.6% | $5,010-13.2% | $4,3480% |
| Admin fee / account holder | $128 | $2,217-94.2% | $11,028-98.8% | $1,944-93.4% |