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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 2705 PARK MARINA DR. · REDDING, CA 96001 | Advisory (Plan) | $41,127 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping fees; Claims processing... | $32,030 |
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 | $33,447 | $37,117-9.9% | $147,617-77.3% | $55,191-39.4% |
| Participation rate | 82.6% | 63.6%+18.9pp | 84.6%-2.1pp | 69.2%+13.4pp |
| Annual return | 1.71% | 3.44%-1.7pp | 61.98%-60.3pp | 10.78%-9.1pp |
| Employer contribution / active EE | $1,592 | $1,620-1.8% | $5,564-71.4% | $1,899-16.2% |
| Participant deferral / active EE | $2,906 | $1,985+46.3% | $4,895-40.6% | $3,046-4.6% |
| Admin fee / account holder | $102 | $86+19.7% | $11,612-99.1% | $91+12.8% |