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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $29,315 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS FINAN Service code 26 · EIN 48-1305000 | Advisory (Participants) | $25,849 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,119 | $55,470-60.1% | $155,556-85.8% | $74,478-70.3% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 10.50% | 269.80%-259.3pp | 64.84%-54.3pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $1,492 | $2,267-34.2% | $4,675-68.1% | $2,626-43.2% |
| Participant deferral / active EE | $1,569 | $2,838-44.7% | $5,631-72.1% | $4,350-63.9% |
| Admin fee / account holder | $107 | $1,744-93.9% | $15,885-99.3% | $1,946-94.5% |