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.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 23-2384840 | Advisory (Participants) | $26,816 |
USI CONSULTING GROUP4+ years Filed as: BURKE GROUP Service code 21 · EIN 80-0688755 | Bank Trustee | $22,435 |
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 | $21,451 | $23,224-7.6% | $71,086-69.8% | $55,725-61.5% |
| Participation rate | 82.5% | 37.9%+44.6pp | 54.7%+27.8pp | 70.9%+11.6pp |
| Annual return | -7.29% | -2.87%-4.4pp | 650.59%-657.9pp | 244.93%-252.2pp |
| Employer contribution / active EE | $702 | $436+61.0% | $1,088-35.4% | $2,078-66.2% |
| Participant deferral / active EE | $1,991 | $929+114.3% | $1,874+6.2% | $3,356-40.7% |
| Admin fee / account holder | $105 | $118-11.1% | $3,082-96.6% | $115-9.0% |