| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 ONE AMERICA PLAZA 600 W. BROADWAY · SAN DIEGO, CA 92101 | Consulting | $16,259 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $14,281 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,074 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $0 |
Filed as: FIDELITY INVESTMENTS INSTI OP CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$183,489 |
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 | $87,110 | $37,117+134.7% | $147,618-41.0% | $55,191+57.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 0.96% | 3.44%-2.5pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $10,627 | $1,620+555.8% | $5,564+91.0% | $1,899+459.7% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |