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 CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $16,923 |
Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,339 | $52,639+69.7% | $185,117-51.7% | $62,293+43.4% |
| Participation rate | 60.7% | 63.9%-3.1pp | 77.3%-16.6pp | 69.5%-8.8pp |
| Annual return | 18.72% | 19.57%-0.9pp | 40.50%-21.8pp | 28.90%-10.2pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,947 | $3,097+156.6% | $5,045+57.5% | $3,169+150.8% |
| Admin fee / account holder | $4 | $374-98.8% | $8,159-99.9% | $479-99.1% |