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.2+ years Filed as: WELLS FARGO/FIRST CLEARING LLC Service code 20 · EIN 23-2384840 | Trustee (individual) | $195,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,417 | $80,211-28.4% | $74,184-22.6% | $63,975-10.3% |
| Participation rate | 66.5% | 84.2%-17.7pp | 76.6%-10.2pp | 71.1%-4.7pp |
| Annual return | 6.61% | 14.13%-7.5pp | 17.74%-11.1pp | 48.65%-42.0pp |
| Employer contribution / active EE | $1,176 | $2,553-54.0% | $2,370-50.4% | $2,182-46.1% |
| Participant deferral / active EE | $2,502 | $4,370-42.7% | $3,550-29.5% | $3,356-25.5% |
| Admin fee / account holder | $201 | $67+199.8% | $5,586-96.4% | $70+186.0% |