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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $43,542 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,202 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $104 |
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 | $70,120 | $62,324+12.5% | $68,509+2.4% | $55,191+27.0% |
| Participation rate | 95.5% | 78.9%+16.6pp | 74.7%+20.8pp | 69.2%+26.3pp |
| Annual return | 0.72% | 4.26%-3.5pp | 8.27%-7.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,898 | $2,223-14.6% | $2,278-16.7% | $1,8990% |
| Participant deferral / active EE | $2,752 | $3,425-19.6% | $3,382-18.6% | $3,046-9.6% |
| Admin fee / account holder | $35 | $91-61.7% | $5,275-99.3% | $91-61.5% |