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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $24,445 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $19,832 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,116 | $79,209-1.4% | $102,434-23.7% | $74,459+4.9% |
| Participation rate | 91.7% | 74.8%+16.9pp | 76.5%+15.2pp | 67.2%+24.5pp |
| Annual return | 14.27% | 54.98%-40.7pp | 29.46%-15.2pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $1,350 | $2,362-42.8% | $3,023-55.3% | $2,626-48.6% |
| Participant deferral / active EE | $4,354 | $4,417-1.4% | $5,055-13.9% | $4,350+0.1% |
| Admin fee / account holder | $269 | $2,002-86.6% | $9,462-97.2% | $1,945-86.2% |