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 Service code 15 · EIN 94-1347393 | Recordkeeping | $32,776 |
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 | $53,522 | $69,159-22.6% | $125,192-57.2% | $67,579-20.8% |
| Participation rate | 86.3% | 78.2%+8.1pp | 79.8%+6.5pp | 71.3%+15.0pp |
| Annual return | 24.24% | 27.12%-2.9pp | 43.79%-19.6pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,891 | $2,023-6.6% | $3,866-51.1% | $2,148-12.0% |
| Participant deferral / active EE | $3,437 | $3,700-7.1% | $4,937-30.4% | $3,539-2.9% |
| Admin fee / account holder | $119 | $142-16.2% | $9,704-98.8% | $142-16.5% |