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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 22 · EIN 54-0910269 | Insurance Broker | $35,778 |
NOVA 401(K) ASSOCIATES2+ years Service code 15 · EIN 20-1181458 | Recordkeeping | $3,040 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $2,151 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,307 | $77,638-12.0% | $156,551-56.4% | $62,881+8.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.34% | 50.33%-48.0pp | 32.23%-29.9pp | 20.14%-17.8pp |
| Employer contribution / active EE | $5,018 | $3,444+45.7% | $5,501-8.8% | $2,281+120.0% |
| Participant deferral / active EE | $3,456 | $3,046+13.5% | $4,871-29.1% | $3,203+7.9% |
| Admin fee / account holder | $49 | $5,561-99.1% | $13,028-99.6% | $4,296-98.9% |