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 Service code 27 · EIN 34-1542819 | Advisory (Plan) | $53,021 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $26,929 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,276 | $73,102+15.3% | $123,552-31.8% | $56,287+49.7% |
| Participation rate | 94.4% | 74.3%+20.1pp | 82.3%+12.1pp | 69.9%+24.6pp |
| Annual return | -6.35% | 3.01%-9.4pp | 119.20%-125.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,741 | $2,977-41.5% | $4,628-62.4% | $2,111-17.5% |
| Participant deferral / active EE | $4,770 | $5,423-12.0% | $6,426-25.8% | $3,350+42.4% |
| Admin fee / account holder | $390 | $554-29.6% | $9,285-95.8% | $521-25.2% |