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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $46,267 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $37,418 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,917 | $95,593-30.0% | $121,663-45.0% | $64,728+3.4% |
| Participation rate | 84.2% | 74.9%+9.3pp | 74.5%+9.7pp | 57.9%+26.3pp |
| Annual return | 18.42% | 11.26%+7.2pp | 147.54%-129.1pp | 49.38%-31.0pp |
| Employer contribution / active EE | $1,046 | $4,093-74.4% | $3,020-65.4% | $2,243-53.4% |
| Participant deferral / active EE | $3,151 | $3,994-21.1% | $4,887-35.5% | $2,729+15.4% |
| Admin fee / account holder | $278 | $813-65.8% | $14,289-98.1% | $1,145-75.7% |