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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS FINANCIAL LLC Service code 27 875 DAKOTA AVENUE S · HURON, SD 573502772 | Advisory (Plan) | $55,308 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $6,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,861 | $55,472+9.7% | $155,567-60.9% | $74,546-18.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.11% | 268.72%-254.6pp | 64.74%-50.6pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $2,652 | $2,269+16.9% | $4,674-43.3% | $2,624+1.1% |
| Participant deferral / active EE | $3,224 | $2,838+13.6% | $5,628-42.7% | $4,347-25.8% |
| Admin fee / account holder | $243 | $1,743-86.0% | $15,916-98.5% | $1,944-87.5% |