| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $14,779 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 ONE AMERICA PLAZA 600 W. BROADWAY · SAN DIEGO, CA 92101 | Consulting | $12,857 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $0 |
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 | $89,444 | $37,213+140.4% | $156,551-42.9% | $63,975+39.8% |
| Participation rate | 98.6% | 65.0%+33.6pp | 84.0%+14.6pp | 71.1%+27.5pp |
| Annual return | 6.93% | 47.89%-41.0pp | 32.23%-25.3pp | 48.65%-41.7pp |
| Employer contribution / active EE | $8,458 | $1,357+523.3% | $5,501+53.7% | $2,182+287.7% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $12 | $56-78.1% | $13,028-99.9% | $70-82.4% |