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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS FINANCIAL LLC Service code 27 875 DAKOTA AVENUE S · HURON, SD 573502772 | Advisory (Plan) | $52,024 |
Service code 27 35 E WACKER DR · CHICAGO, IL 60601 | Advisory (Plan) | $5,202 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,669 | $61,391-9.3% | $149,723-62.8% | $71,529-22.2% |
| Participation rate | 98.6% | 62.5%+36.1pp | 78.8%+19.9pp | 67.9%+30.7pp |
| Annual return | 19.99% | 35.88%-15.9pp | 134.50%-114.5pp | 28.97%-9.0pp |
| Employer contribution / active EE | $2,580 | $2,384+8.3% | $4,821-46.5% | $2,590-0.4% |
| Participant deferral / active EE | $3,079 | $2,921+5.4% | $5,682-45.8% | $4,291-28.2% |
| Admin fee / account holder | $241 | $1,264-81.0% | $13,215-98.2% | $1,588-84.8% |