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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $226,200 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $16,757 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $14,221 |
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 | $110,013 | $71,957+52.9% | $67,652+62.6% | $59,188+85.9% |
| Participation rate | 99.7% | 82.7%+17.0pp | 75.7%+24.0pp | 69.4%+30.3pp |
| Annual return | 0.35% | 8.53%-8.2pp | 6625.40%-6625.0pp | 5.51%-5.2pp |
| Employer contribution / active EE | $4,322 | $2,432+77.7% | $2,266+90.8% | $2,098+106.0% |
| Participant deferral / active EE | $6,132 | $4,211+45.6% | $3,560+72.3% | $3,265+87.8% |
| Admin fee / account holder | $171 | $64+166.2% | $4,821-96.5% | $92+85.2% |