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.4+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $8,249 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $342,169 | $47,977+613.2% | $154,108+122.0% | $56,289+507.9% |
| Participation rate | 96.4% | 66.2%+30.2pp | 83.0%+13.4pp | 69.9%+26.6pp |
| Annual return | -2.46% | 3.54%-6.0pp | 735.21%-737.7pp | -9.96%+7.5pp |
| Employer contribution / active EE | $10,534 | $2,169+385.7% | $5,298+98.8% | $2,111+399.0% |
| Participant deferral / active EE | $5,617 | $2,392+134.8% | $5,081+10.6% | $3,350+67.7% |
| Admin fee / account holder | $161 | $438-63.3% | $13,411-98.8% | $521-69.1% |