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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FINANCIAL LLC Service code 27 875 DAKOTA AVENUE S · HURON, SD 573502772 | Advisory (Plan) | $46,061 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,720 | $65,125-29.8% | $143,797-68.2% | $66,949-31.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -18.91% | -11.13%-7.8pp | -0.04%-18.9pp | 1.57%-20.5pp |
| Employer contribution / active EE | $2,383 | $2,362+0.9% | $4,952-51.9% | $2,545-6.4% |
| Participant deferral / active EE | $2,723 | $2,920-6.8% | $5,638-51.7% | $4,239-35.8% |
| Admin fee / account holder | $215 | $503-57.3% | $14,679-98.5% | $594-63.8% |