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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $18,389 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,470 | $63,905+25.9% | $74,184+8.5% | $57,658+39.6% |
| Participation rate | 56.6% | 79.8%-23.1pp | 76.6%-20.0pp | 70.2%-13.6pp |
| Annual return | 8.31% | 60.60%-52.3pp | 17.74%-9.4pp | 5.13%+3.2pp |
| Employer contribution / active EE | $661 | $1,840-64.1% | $2,370-72.1% | $1,974-66.5% |
| Participant deferral / active EE | $6,532 | $3,448+89.4% | $3,550+84.0% | $3,061+113.4% |
| Admin fee / account holder | $263 | $91+188.9% | $5,586-95.3% | $95+178.3% |