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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $76,012 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $32,285 |
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 | $55,959 | $43,999+27.2% | $79,467-29.6% | $55,725+0.4% |
| Participation rate | 84.6% | 66.9%+17.7pp | 73.3%+11.3pp | 70.9%+13.7pp |
| Annual return | -5.30% | 1.81%-7.1pp | 718.30%-723.6pp | 244.93%-250.2pp |
| Employer contribution / active EE | $808 | $1,830-55.8% | $2,800-71.2% | $2,078-61.1% |
| Participant deferral / active EE | $2,533 | $2,538-0.2% | $3,704-31.6% | $3,356-24.5% |
| Admin fee / account holder | $243 | $118+106.9% | $5,104-95.2% | $115+111.2% |