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 Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $14,866 |
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 | $15,456 | $37,117-58.4% | $147,617-89.5% | $55,191-72.0% |
| Participation rate | 93.4% | 63.6%+29.8pp | 84.6%+8.7pp | 69.2%+24.2pp |
| Annual return | -0.68% | 3.44%-4.1pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $1,018 | $1,620-37.2% | $5,564-81.7% | $1,899-46.4% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $37 | $86-56.2% | $11,612-99.7% | $91-58.7% |