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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 19 · EIN 34-1542819 ONE N. JEFFERSON AVENUE · ST. LOUIS, MO 63103 | Securities Custodian | $13,261 |
TD AMERITRADE, INC.1 year Filed as: TDAMERITRADE CLEARING, INC. Service code 19 · EIN 47-0533692 200 SO. 108 AVENUE · OMAHA, NE 66154 | Securities Custodian | $3,643 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,218 | $67,411-75.9% | $91,004-82.2% | $70,126-76.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 9.51% | -40.16%+49.7pp | 4.60%+4.9pp | 73.15%-63.6pp |
| Employer contribution / active EE | $6,010 | $1,786+236.5% | $2,456+144.7% | $2,343+156.6% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $104 | $4,236-97.6% | $5,417-98.1% | $4,645-97.8% |