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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $8,851 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 55 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Commissions | $5,077 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Participant 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 | $95,421 | $81,258+17.4% | $105,218-9.3% | $59,633+60.0% |
| Participation rate | 82.4% | 75.4%+6.9pp | 77.2%+5.1pp | 68.7%+13.7pp |
| Annual return | -0.97% | 1.96%-2.9pp | 5.33%-6.3pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $3,059 | $2,562+19.4% | $3,255-6.0% | $2,203+38.9% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $5,841-100.0% | $6,992-100.0% | $4,297-100.0% |