Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 27 · EIN 23-2384840 | Advisory (Plan) | $19,141 |
CORPORATE RETIREMENT SERVICES3+ years Service code 15 · EIN 22-3507738 | Recordkeeping | $10,551 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,516 | $43,999-80.6% | $79,466-89.3% | $55,725-84.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | 6.46% | 1.81%+4.6pp | 718.28%-711.8pp | 244.93%-238.5pp |
| Employer contribution / active EE | $818 | $1,830-55.3% | $2,800-70.8% | $2,078-60.6% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $157 | $118+33.1% | $5,104-96.9% | $115+35.9% |