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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ 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 | $11,275 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $7,249 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $4,280 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,970 | $67,228+53.2% | $117,861-12.6% | $77,958+32.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.7%+20.3pp | 71.6%+28.4pp |
| Annual return | 13.95% | 19.13%-5.2pp | 335.11%-321.2pp | 20.87%-6.9pp |
| Employer contribution / active EE | $2,709 | $2,211+22.5% | $3,786-28.5% | $2,310+17.2% |
| Participant deferral / active EE | $5,474 | $3,653+49.8% | $4,482+22.1% | $3,537+54.8% |
| Admin fee / account holder | $49 | $76-36.0% | $8,021-99.4% | $97-50.1% |