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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $3,297 |
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 | $130,652 | $81,537+60.2% | $149,721-12.7% | $69,634+87.6% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.1%+11.9pp | 70.7%+28.3pp |
| Annual return | 18.81% | 22.79%-4.0pp | 1501.67%-1482.9pp | 27572.26%-27553.4pp |
| Employer contribution / active EE | $12,073 | $3,239+272.7% | $5,444+121.7% | $2,032+494.1% |
| Participant deferral / active EE | $12,864 | $4,994+157.6% | $6,568+95.9% | $3,224+299.0% |
| Admin fee / account holder | $2 | $107-97.9% | $11,282-100.0% | $110-97.9% |