| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $17,268 |
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $13,316 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $6,568 |
Filed as: FIDELITY INVESTMENTS INSTI OP CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$74,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,083 | $37,117+172.3% | $147,618-31.5% | $55,191+83.1% |
| Participation rate | 24.4% | 63.6%-39.2pp | 84.6%-60.2pp | 69.2%-44.8pp |
| Annual return | 2.37% | 3.44%-1.1pp | 61.98%-59.6pp | 10.78%-8.4pp |
| Employer contribution / active EE | $12 | $1,620-99.3% | $5,564-99.8% | $1,899-99.4% |
| Participant deferral / active EE | $8,296 | $1,985+317.8% | $4,895+69.5% | $3,046+172.3% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |