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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,026 |
WELLS FARGO BANK, N.A.2 years Service code 13 · EIN 94-1347393 | Contract Administrator | $425 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,875 | $185,342-68.2% | $111,303-47.1% | $86,813-32.2% |
| Participation rate | 93.8% | 81.0%+12.8pp | 77.3%+16.4pp | 72.3%+21.5pp |
| Annual return | 8.96% | 500.80%-491.8pp | 54.66%-45.7pp | 97.93%-89.0pp |
| Employer contribution / active EE | $4,281 | $2,246+90.6% | $2,731+56.7% | $2,406+78.0% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $3 | $255-98.9% | $7,966-100.0% | $170-98.3% |