Filed October 20, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $48,755 |
Filed as: JOHN HANCOCK Service code 27 · EIN 01-0233346 | Advisory (Plan) | $10,158 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,687 | $55,416+14.9% | $75,972-16.2% | $77,643-18.0% |
| Participation rate | 91.8% | 63.6%+28.3pp | 69.1%+22.8pp | 70.6%+21.3pp |
| Annual return | 11.93% | 17.07%-5.1pp | 359.55%-347.6pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,023 | $1,788+13.2% | $2,685-24.7% | $2,726-25.8% |
| Participant deferral / active EE | $4,294 | $3,447+24.6% | $4,255+0.9% | $4,647-7.6% |
| Admin fee / account holder | $171 | $414-58.6% | $6,467-97.4% | $430-60.2% |