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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 | $77,460+153.5% | $100,378+95.6% | $80,925+142.7% |
| Participation rate | 86.5% | 76.9%+9.6pp | 81.5%+5.0pp | 67.7%+18.9pp |
| Annual return | 17.47% | 37.24%-19.8pp | 49.41%-31.9pp | 35.65%-18.2pp |
| Employer contribution / active EE | $4,499 | $2,801+60.6% | $3,942+14.1% | $2,756+63.2% |
| Participant deferral / active EE | $18,586 | $6,818+172.6% | $8,087+129.8% | $4,299+332.4% |
| Admin fee / account holder | -$74 | $5,887-101.3% | $7,899-100.9% | $6,940-101.1% |