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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 2705 PARK MARINA DR. · REDDING, CA 96001 | Advisory (Plan) | $50,300 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Float revenue; Participant loan proce... | $34,634 |
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 | $41,931 | $46,173-9.2% | $170,435-75.4% | $69,631-39.8% |
| Participation rate | 85.2% | 63.9%+21.3pp | 83.6%+1.6pp | 70.7%+14.5pp |
| Annual return | 18.60% | 21.62%-3.0pp | 205.94%-187.3pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $1,650 | $1,610+2.5% | $5,432-69.6% | $2,032-18.8% |
| Participant deferral / active EE | $2,890 | $2,080+38.9% | $4,939-41.5% | $3,224-10.4% |
| Admin fee / account holder | $108 | $116-7.0% | $13,881-99.2% | $110-2.3% |