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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $227,134 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $73,504 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $52,219 |
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 | $119,355 | $80,211+48.8% | $74,184+60.9% | $63,975+86.6% |
| Participation rate | 98.6% | 84.2%+14.5pp | 76.6%+22.0pp | 71.1%+27.5pp |
| Annual return | 7.35% | 14.13%-6.8pp | 17.74%-10.4pp | 48.65%-41.3pp |
| Employer contribution / active EE | $4,537 | $2,553+77.7% | $2,370+91.4% | $2,182+108.0% |
| Participant deferral / active EE | $6,633 | $4,370+51.8% | $3,550+86.9% | $3,356+97.6% |
| Admin fee / account holder | $150 | $67+123.0% | $5,586-97.3% | $70+112.8% |