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 Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $11,107 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,317 |
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 | $46,190 | $55,122-16.2% | $104,639-55.9% | $73,497-37.2% |
| Participation rate | 74.8% | 67.7%+7.1pp | 74.1%+0.8pp | 70.7%+4.1pp |
| Annual return | 16.09% | 24.77%-8.7pp | 340.67%-324.6pp | 28.51%-12.4pp |
| Employer contribution / active EE | $841 | $1,464-42.6% | $2,682-68.7% | $2,270-63.0% |
| Participant deferral / active EE | $1,680 | $2,919-42.5% | $3,738-55.1% | $3,740-55.1% |
| Admin fee / account holder | $11 | $423-97.5% | $6,465-99.8% | $513-97.9% |