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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL LLC Service code 27 875 DAKOTA AVENUE S · HURON, SD 573502772 | Advisory (Plan) | $47,971 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $5,600 |
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 | $41,116 | $58,895-30.2% | $178,503-77.0% | $73,497-44.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.86% | 24.86%-7.0pp | 151.12%-133.3pp | 28.51%-10.7pp |
| Employer contribution / active EE | $2,060 | $2,236-7.9% | $5,011-58.9% | $2,270-9.3% |
| Participant deferral / active EE | $2,374 | $2,567-7.5% | $5,202-54.4% | $3,740-36.5% |
| Admin fee / account holder | $196 | $400-51.0% | $13,987-98.6% | $513-61.7% |