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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $74,278 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $50,754 |
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 | $58,067 | $46,100+26.0% | $86,582-32.9% | $69,631-16.6% |
| Participation rate | 88.4% | 67.2%+21.2pp | 73.5%+14.8pp | 70.7%+17.7pp |
| Annual return | 19.55% | 21.02%-1.5pp | 965.08%-945.5pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $1,061 | $1,850-42.6% | $2,839-62.6% | $2,032-47.8% |
| Participant deferral / active EE | $2,762 | $2,432+13.6% | $3,609-23.4% | $3,224-14.3% |
| Admin fee / account holder | $275 | $94+193.4% | $4,904-94.4% | $110+149.3% |