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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) | $35,913 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $4,407 |
BPC3+ years Filed as: BPC, INC Service code 15 · EIN 36-3036100 | Recordkeeping | $3,075 |
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 | $40,732 | $80,753-49.6% | $136,297-70.1% | $62,293-34.6% |
| Participation rate | 99.3% | 73.5%+25.8pp | 81.9%+17.4pp | 69.5%+29.8pp |
| Annual return | 20.07% | 35.83%-15.8pp | 5156.19%-5136.1pp | 28.90%-8.8pp |
| Employer contribution / active EE | $3,302 | $2,884+14.5% | $4,696-29.7% | $2,042+61.7% |
| Participant deferral / active EE | $7,317 | $5,164+41.7% | $6,247+17.1% | $3,169+130.9% |
| Admin fee / account holder | $211 | $525-59.8% | $9,244-97.7% | $479-56.0% |