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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 2705 PARK MARINA DR. · REDDING, CA 96001 | Advisory (Plan) | $43,862 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Sub-transfer agency fees; Recordkeepi... | $35,891 |
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 | $37,433 | $36,916+1.4% | $156,551-76.1% | $57,658-35.1% |
| Participation rate | 85.4% | 63.4%+22.0pp | 84.0%+1.4pp | 70.2%+15.2pp |
| Annual return | 8.20% | 12.38%-4.2pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,670 | $1,571+6.4% | $5,501-69.6% | $1,974-15.4% |
| Participant deferral / active EE | $2,934 | $1,926+52.4% | $4,871-39.8% | $3,061-4.1% |
| Admin fee / account holder | $107 | $82+29.2% | $13,028-99.2% | $95+12.7% |