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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $29,352 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $28,008 |
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 | $105,123 | $89,652+17.3% | $141,191-25.5% | $65,185+61.3% |
| Participation rate | 93.7% | 74.7%+19.0pp | 82.5%+11.2pp | 70.2%+23.5pp |
| Annual return | 24.43% | 32.79%-8.4pp | 71.41%-47.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $2,012 | $3,065-34.4% | $4,736-57.5% | $2,177-7.6% |
| Participant deferral / active EE | $6,031 | $5,691+6.0% | $6,710-10.1% | $3,514+71.6% |
| Admin fee / account holder | $404 | $569-28.9% | $10,264-96.1% | $847-52.3% |