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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,891 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVSRS INS AGY Service code 26 · EIN 54-0910269 | Advisory (Participants) | $17,987 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,998 | $70,083-61.5% | $59,899-54.9% | $55,725-51.6% |
| Participation rate | 84.8% | 78.4%+6.4pp | 74.7%+10.1pp | 70.9%+13.9pp |
| Annual return | 7.62% | 3.13%+4.5pp | 3.46%+4.2pp | 244.93%-237.3pp |
| Employer contribution / active EE | $2,111 | $2,878-26.6% | $2,723-22.5% | $2,078+1.6% |
| Participant deferral / active EE | $739 | $3,079-76.0% | $3,402-78.3% | $3,356-78.0% |
| Admin fee / account holder | $68 | $70-3.7% | $3,592-98.1% | $115-41.2% |