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+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $70,603 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,326 | $71,957-31.5% | $67,652-27.1% | $59,188-16.7% |
| Participation rate | 32.9% | 82.7%-49.8pp | 75.7%-42.8pp | 69.4%-36.6pp |
| Annual return | 0.32% | 8.53%-8.2pp | 6625.40%-6625.1pp | 5.51%-5.2pp |
| Employer contribution / active EE | $1,055 | $2,432-56.6% | $2,266-53.4% | $2,098-49.7% |
| Participant deferral / active EE | $1,915 | $4,211-54.5% | $3,560-46.2% | $3,265-41.3% |
| Admin fee / account holder | $115 | $64+79.5% | $4,821-97.6% | $92+24.9% |