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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK, N.A Service code 19 · EIN 94-1347393 1801 PARKVIEW DRIVE · SHOREVIEW, MN 55126 | Securities Custodian | $5,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,260 | $176,471+108.1% | $95,968+282.7% | $90,274+306.8% |
| Participation rate | 99.9% | 86.6%+13.3pp | 77.1%+22.8pp | 73.4%+26.5pp |
| Annual return | 23.94% | 20.15%+3.8pp | 91.65%-67.7pp | 53.97%-30.0pp |
| Employer contribution / active EE | $7,391 | $2,783+165.5% | $2,542+190.8% | $2,523+192.9% |
| Participant deferral / active EE | $0 | $5,325-100.0% | $4,167-100.0% | $4,231-100.0% |
| Admin fee / account holder | $3 | $154-98.3% | $6,798-100.0% | $114-97.6% |