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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 ONE NORTH JEFFERSON AVE. · ST LOUIS, MO 63103 | Advisory (Plan) | $49,011 |
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 | $117,486 | $51,620+127.6% | $90,324+30.1% | $65,186+80.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 24.67% | 24.94%-0.3pp | 78.15%-53.5pp | 29.39%-4.7pp |
| Employer contribution / active EE | $4,215 | $2,235+88.6% | $2,856+47.6% | $2,177+93.6% |
| Participant deferral / active EE | $6,101 | $2,871+112.6% | $3,885+57.0% | $3,514+73.6% |
| Admin fee / account holder | $289 | $384-24.9% | $5,356-94.6% | $847-65.9% |