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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 34-1542819 | Advisory (Participants) | $13,116 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,845 |
PENSION STRATEGIES, LLC2 years Service code 11 · EIN 20-0333992 | Actuarial | $1,795 |
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 | $25,285 | $43,344-41.7% | $59,899-57.8% | $64,173-60.6% |
| Participation rate | 77.5% | 69.2%+8.4pp | 74.7%+2.8pp | 69.6%+8.0pp |
| Annual return | 8.55% | -1.55%+10.1pp | 3.46%+5.1pp | 7.63%+0.9pp |
| Employer contribution / active EE | $630 | $2,030-68.9% | $2,723-76.8% | $2,381-73.5% |
| Participant deferral / active EE | $3,622 | $2,547+42.2% | $3,402+6.5% | $3,470+4.4% |
| Admin fee / account holder | $119 | $3,008-96.0% | $3,592-96.7% | $4,887-97.6% |