Filed January 4, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 50 · EIN 23-1945930 | Direct Payment | $7,585 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $41,302 | $28,416+45.3% | $73,550-43.8% | $69,631-40.7% |
| Participation rate | 17.9% | 38.3%-20.5pp | 54.9%-37.1pp | 70.7%-52.8pp |
| Annual return | 11.66% | -694.13%+705.8pp | -15.16%+26.8pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $314 | $430-27.0% | $1,219-74.2% | $2,032-84.5% |
| Participant deferral / active EE | $564 | $897-37.1% | $1,804-68.7% | $3,224-82.5% |
| Admin fee / account holder | $273 | $104+161.4% | $2,320-88.2% | $110+147.0% |