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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,440 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $29,246 |
Filed as: PETERSEN CPA'S Service code 10 · EIN 26-1262413 | Accounting | $7,500 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,928 | $66,486+8.2% | $81,370-11.6% | $77,762-7.5% |
| Participation rate | 99.7% | 68.7%+31.0pp | 69.5%+30.2pp | 70.6%+29.1pp |
| Annual return | 16.93% | 15.95%+1.0pp | 24.85%-7.9pp | 31.27%-14.3pp |
| Employer contribution / active EE | $2,774 | $2,158+28.6% | $2,464+12.6% | $2,728+1.7% |
| Participant deferral / active EE | $3,556 | $3,677-3.3% | $3,885-8.5% | $4,651-23.5% |
| Admin fee / account holder | $238 | $586-59.4% | $5,749-95.9% | $433-45.1% |