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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $29,362 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
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 | $77,861 | $38,365+102.9% | $84,637-8.0% | $65,186+19.4% |
| Participation rate | 98.6% | 55.7%+43.0pp | 68.2%+30.4pp | 70.2%+28.4pp |
| Annual return | 24.61% | 32.00%-7.4pp | 258.82%-234.2pp | 29.39%-4.8pp |
| Employer contribution / active EE | $2,740 | $1,258+117.7% | $2,653+3.3% | $2,177+25.9% |
| Participant deferral / active EE | $4,022 | $2,278+76.5% | $3,900+3.1% | $3,514+14.4% |
| Admin fee / account holder | $164 | $451-63.6% | $4,914-96.7% | $847-80.6% |