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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $28,998 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,517 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $42,724 | $78,781-45.8% | $100,528-57.5% | $73,412-41.8% |
| Participation rate | 77.7% | 80.0%-2.4pp | 79.4%-1.8pp | 72.2%+5.5pp |
| Annual return | 23.07% | 31.69%-8.6pp | 30.90%-7.8pp | 59.30%-36.2pp |
| Employer contribution / active EE | $1,960 | $2,420-19.0% | $3,419-42.7% | $2,234-12.2% |
| Participant deferral / active EE | $6,268 | $6,537-4.1% | $6,271-0.1% | $3,806+64.7% |
| Admin fee / account holder | $85 | $145-41.6% | $8,084-98.9% | $158-46.2% |