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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 10369 CLAYTON ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $40,479 |
Service code 12 1809 24TH STREET · GREAT BEND, KS 67530 | Participant loan processing; Recordke... | $2,350 |
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 | $89,068 | $55,449+60.6% | $83,831+6.2% | $56,289+58.2% |
| Participation rate | 74.2% | 68.0%+6.2pp | 76.1%-1.9pp | 69.9%+4.4pp |
| Annual return | 14.88% | -1.38%+16.3pp | 850.99%-836.1pp | -9.96%+24.8pp |
| Employer contribution / active EE | $973 | $2,430-60.0% | $3,631-73.2% | $2,111-53.9% |
| Participant deferral / active EE | $3,917 | $2,935+33.4% | $4,082-4.0% | $3,350+16.9% |
| Admin fee / account holder | $205 | $656-68.8% | $5,479-96.3% | $521-60.7% |