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.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $20,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,558 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,591 | $77,472+20.8% | $100,415-6.8% | $80,959+15.6% |
| Participation rate | 95.6% | 76.9%+18.6pp | 81.5%+14.1pp | 67.7%+27.9pp |
| Annual return | 19.91% | 37.26%-17.4pp | 49.47%-29.6pp | 35.67%-15.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,221 | $6,818+35.3% | $8,091+14.0% | $4,300+114.4% |
| Admin fee / account holder | $299 | $5,885-94.9% | $7,906-96.2% | $6,925-95.7% |