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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $64,526 |
Filed as: PRUDENTIAL RETI INS & ANNUITY CO Service code 99 · EIN 06-1050034 | Other Fees | $10,182 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 99 · EIN 22-1211670 | Other Fees | $6,683 |
Filed as: PRUDENTIAL RETI INS & ANNUITY CO. Service code 99 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,375 | $71,142-17.9% | $119,608-51.2% | $64,814-9.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -8.95% | -10.01%+1.1pp | -14.98%+6.0pp | 32.84%-41.8pp |
| Employer contribution / active EE | $935 | $2,497-62.6% | $4,232-77.9% | $2,507-62.7% |
| Participant deferral / active EE | $2,424 | $4,490-46.0% | $5,601-56.7% | $4,310-43.8% |
| Admin fee / account holder | $24 | $162-85.2% | $10,326-99.8% | $188-87.2% |