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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $50,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $12,650 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $6,098 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,272 | $74,498+13.1% | $94,229-10.6% | $59,188+42.4% |
| Participation rate | 67.9% | 76.8%-8.9pp | 78.8%-10.8pp | 69.4%-1.5pp |
| Annual return | 1.13% | 2.76%-1.6pp | 10.68%-9.6pp | 5.51%-4.4pp |
| Employer contribution / active EE | $1,761 | $2,077-15.2% | $3,587-50.9% | $2,098-16.1% |
| Participant deferral / active EE | $3,460 | $3,433+0.8% | $4,320-19.9% | $3,265+6.0% |
| Admin fee / account holder | $50 | $103-51.8% | $6,269-99.2% | $92-46.2% |