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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) | $27,925 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,237 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,218 | $135,489+38.2% | $146,643+27.7% | - |
| Participation rate | 100.0% | 76.3%+23.7pp | 80.1%+19.9pp | - |
| Annual return | 14.83% | 13.52%+1.3pp | 22.75%-7.9pp | - |
| Employer contribution / active EE | $8,376 | $2,259+270.8% | $4,137+102.5% | - |
| Participant deferral / active EE | $5,770 | $3,661+57.6% | $5,506+4.8% | - |
| Admin fee / account holder | $277 | $5,216-94.7% | $10,280-97.3% | - |