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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $22,600 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$30,151 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,376 | $77,523+153.3% | $100,383+95.6% | $80,874+142.8% |
| Participation rate | 86.5% | 77.0%+9.6pp | 81.5%+5.0pp | 67.6%+18.9pp |
| Annual return | 17.47% | 37.21%-19.7pp | 49.26%-31.8pp | 35.62%-18.1pp |
| Employer contribution / active EE | $4,499 | $2,801+60.6% | $3,944+14.1% | $2,756+63.3% |
| Participant deferral / active EE | $18,586 | $6,822+172.5% | $8,086+129.9% | $4,297+332.5% |
| Admin fee / account holder | -$74 | $5,899-101.3% | $7,900-100.9% | $6,935-101.1% |