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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 10369 CLAYTON ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $18,278 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Direct payment from the plan; Recordk... | $17,266 |
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 | $108,486 | $58,726+84.7% | $92,240+17.6% | $62,293+74.2% |
| Participation rate | 84.8% | 68.3%+16.4pp | 76.5%+8.3pp | 69.5%+15.3pp |
| Annual return | 20.53% | 43.62%-23.1pp | 176.29%-155.8pp | 28.90%-8.4pp |
| Employer contribution / active EE | $1,234 | $2,392-48.4% | $3,680-66.5% | $2,042-39.6% |
| Participant deferral / active EE | $5,231 | $2,766+89.1% | $3,897+34.2% | $3,169+65.1% |
| Admin fee / account holder | $12 | $556-97.9% | $5,194-99.8% | $479-97.5% |