| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $12,651 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 ONE AMERICA PLAZA · SAN DIEGO, CA 92101 | Consulting | $5,893 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $0 |
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 | $106,418 | $36,926+188.2% | $156,551-32.0% | $57,661+84.6% |
| Participation rate | 80.6% | 63.4%+17.2pp | 84.0%-3.4pp | 70.2%+10.4pp |
| Annual return | 7.81% | 12.38%-4.6pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $8,179 | $1,926+324.7% | $4,871+67.9% | $3,061+167.2% |
| Admin fee / account holder | $14 | $83-82.9% | $13,028-99.9% | $95-85.1% |