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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years 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 | $443,363 | $144,879+206.0% | $111,319+298.3% | $93,010+376.7% |
| Participation rate | 99.7% | 86.1%+13.5pp | 77.3%+22.3pp | 73.9%+25.8pp |
| Annual return | 23.26% | 18.11%+5.2pp | 54.68%-31.4pp | 158.70%-135.4pp |
| Employer contribution / active EE | $4,754 | $3,052+55.8% | $2,732+74.1% | $2,705+75.7% |
| Participant deferral / active EE | $0 | $5,576-100.0% | $4,488-100.0% | $4,561-100.0% |
| Admin fee / account holder | $3 | $104-97.3% | $7,966-100.0% | $152-98.1% |