Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | -$10,157 |
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 | $58,847 | $60,349-2.5% | $74,184-20.7% | $62,881-6.4% |
| Participation rate | 96.9% | 72.7%+24.2pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | 5.18% | 21.38%-16.2pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $2,882 | $1,680+71.5% | $2,370+21.6% | $2,281+26.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $246 | $4,261-94.2% | $5,586-95.6% | $4,296-94.3% |