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.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $27,845 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,888 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,145 | $48,064+6.4% | $78,778-35.1% | $69,631-26.5% |
| Participation rate | 40.2% | 61.6%-21.4pp | 69.2%-29.0pp | 70.7%-30.5pp |
| Annual return | 16.51% | 21.81%-5.3pp | 35.62%-19.1pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $683 | $744-8.1% | $1,986-65.6% | $2,032-66.4% |
| Participant deferral / active EE | $1,448 | $2,079-30.4% | $2,958-51.1% | $3,224-55.1% |
| Admin fee / account holder | $18 | $152-88.4% | $5,134-99.7% | $110-84.0% |