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 ADVISORS FINANCIAL ADV Service code 26 265 FRANKLIN ST · BOSTON, MA 02110 | Advisory (Participants) | $9,705 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $884 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,084 | $33,067-42.3% | $76,518-75.1% | $56,287-66.1% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | -8.68% | 2.72%-11.4pp | -0.27%-8.4pp | -9.96%+1.3pp |
| Employer contribution / active EE | $3,934 | $1,200+227.7% | $2,647+48.6% | $2,111+86.3% |
| Participant deferral / active EE | $3,609 | $2,240+61.1% | $3,836-5.9% | $3,350+7.7% |
| Admin fee / account holder | $131 | $537-75.7% | $4,849-97.3% | $521-74.9% |