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+ years Service code 15 · EIN 94-1347393 MAC N9113-030 · ROSEVILLE, MA 55113 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $57,108-100.0% | $94,229-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 78.8%-78.8pp | 68.1%-68.1pp |
| Annual return | 0.03% | 1.47%-1.4pp | 10.68%-10.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $9,970 | $1,735+474.5% | $3,587+177.9% | $1,882+429.8% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |