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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $124,344 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 14 · EIN 22-1211670 | Plan Administrator | $42,819 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6565596 | Accounting | $23,345 |
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 | $100,764 | $71,666+40.6% | $117,861-14.5% | $69,631+44.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 18.40% | 18.86%-0.5pp | 335.11%-316.7pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $3,928 | $1,889+108.0% | $3,786+3.7% | $2,032+93.3% |
| Participant deferral / active EE | $5,665 | $3,340+69.6% | $4,482+26.4% | $3,224+75.7% |
| Admin fee / account holder | $0 | $120-100.0% | $8,021-100.0% | $110-100.0% |