Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $16,183 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS PCG Service code 27 | Advisory (Plan) | $5,890 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISOR PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,126 | $80,753-55.3% | $136,298-73.5% | $62,293-42.0% |
| Participation rate | 53.7% | 73.5%-19.8pp | 81.9%-28.2pp | 69.5%-15.8pp |
| Annual return | 16.21% | 35.83%-19.6pp | 5156.27%-5140.1pp | 28.90%-12.7pp |
| Employer contribution / active EE | $772 | $2,884-73.2% | $4,696-83.6% | $2,042-62.2% |
| Participant deferral / active EE | $3,763 | $5,164-27.1% | $6,247-39.8% | $3,169+18.7% |
| Admin fee / account holder | $204 | $525-61.1% | $9,244-97.8% | $479-57.4% |