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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL LLC Service code 27 875 DAKOTA AVENUE S · HURON, SD 573502772 | Advisory (Plan) | $47,488 |
Service code 12 · EIN 48-1205033 | Recordkeeping and information managem... | $5,950 |
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 | $36,550 | $52,967-31.0% | $172,753-78.8% | $65,186-43.9% |
| Participation rate | 99.1% | 66.2%+32.9pp | 82.6%+16.4pp | 70.2%+28.9pp |
| Annual return | 23.87% | 30.12%-6.3pp | 803.00%-779.1pp | 29.39%-5.5pp |
| Employer contribution / active EE | $1,604 | $2,190-26.8% | $5,144-68.8% | $2,177-26.3% |
| Participant deferral / active EE | $2,018 | $2,471-18.3% | $5,198-61.2% | $3,514-42.6% |
| Admin fee / account holder | $194 | $472-58.8% | $13,956-98.6% | $847-77.1% |