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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $22,700 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,366 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,432 | $54,558+49.3% | $76,051+7.1% | $74,400+9.5% |
| Participation rate | 99.1% | 60.3%+38.8pp | 69.1%+30.0pp | 67.2%+31.9pp |
| Annual return | 14.87% | 31.83%-17.0pp | 360.42%-345.6pp | 1367.51%-1352.6pp |
| Employer contribution / active EE | $2,790 | $1,778+56.9% | $2,690+3.7% | $2,624+6.3% |
| Participant deferral / active EE | $7,018 | $3,065+129.0% | $4,257+64.8% | $4,348+61.4% |
| Admin fee / account holder | $254 | $2,232-88.6% | $6,416-96.0% | $1,944-86.9% |