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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $40,051 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $39,858 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,936 | $92,076-36.0% | $105,607-44.2% | $77,736-24.2% |
| Participation rate | 81.9% | 81.0%+0.8pp | 75.3%+6.6pp | 70.6%+11.3pp |
| Annual return | 20.73% | 17.84%+2.9pp | 116.11%-95.4pp | 31.26%-10.5pp |
| Employer contribution / active EE | $1,037 | $3,370-69.2% | $3,167-67.3% | $2,728-62.0% |
| Participant deferral / active EE | $2,986 | $5,390-44.6% | $5,011-40.4% | $4,651-35.8% |
| Admin fee / account holder | $242 | $219+10.6% | $10,958-97.8% | $433-44.1% |