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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $36,086 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $2,450 |
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 | $50,905 | $39,859+27.7% | $78,676-35.3% | $57,658-11.7% |
| Participation rate | 87.6% | 66.1%+21.5pp | 73.6%+14.0pp | 70.2%+17.3pp |
| Annual return | 7.68% | 18.96%-11.3pp | 62.19%-54.5pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,102 | $1,786-38.3% | $2,850-61.4% | $1,974-44.2% |
| Participant deferral / active EE | $2,721 | $2,248+21.0% | $3,517-22.6% | $3,061-11.1% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |