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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 26 1 JEFFERSON AVENUE · ST. LOUIS, MI 63103 | Advisory (Participants) | $45,714 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $29,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,370 | $66,004-13.1% | $81,820-29.9% | $77,714-26.2% |
| Participation rate | 69.1% | 65.8%+3.3pp | 72.4%-3.3pp | 70.6%-1.5pp |
| Annual return | 17.13% | 26.65%-9.5pp | 777.93%-760.8pp | 31.26%-14.1pp |
| Employer contribution / active EE | $2,499 | $2,375+5.2% | $2,915-14.3% | $2,727-8.4% |
| Participant deferral / active EE | $6,154 | $3,508+75.4% | $4,323+42.4% | $4,649+32.4% |
| Admin fee / account holder | $245 | $527-53.5% | $7,391-96.7% | $433-43.5% |