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 Service code 15 · EIN 94-1347393 | Recordkeeping | $153,565 |
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 | $108,764 | $43,999+147.2% | $79,467+36.9% | $55,725+95.2% |
| Participation rate | 72.2% | 66.9%+5.3pp | 73.3%-1.1pp | 70.9%+1.4pp |
| Annual return | -4.75% | 1.81%-6.6pp | 718.30%-723.1pp | 244.93%-249.7pp |
| Employer contribution / active EE | $3,647 | $1,830+99.4% | $2,800+30.2% | $2,078+75.5% |
| Participant deferral / active EE | $8,813 | $2,538+247.2% | $3,704+137.9% | $3,356+162.6% |
| Admin fee / account holder | $299 | $118+154.6% | $5,104-94.1% | $115+159.9% |