Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $92,827 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $33,629 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,624 | $91,439-46.8% | $135,974-64.2% | $71,511-32.0% |
| Participation rate | 95.5% | 75.7%+19.8pp | 81.9%+13.6pp | 67.9%+27.5pp |
| Annual return | 22.30% | 29.90%-7.6pp | 68.30%-46.0pp | 28.86%-6.6pp |
| Employer contribution / active EE | $1,963 | $3,705-47.0% | $4,859-59.6% | $2,589-24.2% |
| Participant deferral / active EE | $13,046 | $7,093+83.9% | $7,760+68.1% | $4,291+204.1% |
| Admin fee / account holder | $233 | $1,267-81.6% | $10,767-97.8% | $1,588-85.3% |