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 CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $127,702 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$282,937 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,123 | $118,464-56.8% | $96,564-47.1% | $103,657-50.7% |
| Participation rate | 95.1% | 89.0%+6.1pp | 76.0%+19.1pp | 73.4%+21.7pp |
| Annual return | 26.64% | 18.79%+7.8pp | 25.89%+0.8pp | 33.13%-6.5pp |
| Employer contribution / active EE | $2,537 | $4,210-39.8% | $2,967-14.5% | $3,216-21.1% |
| Participant deferral / active EE | $8,822 | $7,277+21.2% | $4,852+81.8% | $5,218+69.1% |
| Admin fee / account holder | $0 | $81-100.0% | $8,256-100.0% | $114-100.0% |