Filed April 30, 2018
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.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $11,008 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $10,642 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,542 | $56,640-16.1% | $78,002-39.1% | $55,167-13.8% |
| Participation rate | 91.6% | 73.3%+18.3pp | 75.5%+16.1pp | 69.0%+22.6pp |
| Annual return | 7.04% | 2868.48%-2861.4pp | 425.99%-418.9pp | 169.23%-162.2pp |
| Employer contribution / active EE | $819 | $1,724-52.5% | $2,470-66.9% | $1,963-58.3% |
| Participant deferral / active EE | $2,664 | $2,778-4.1% | $3,497-23.8% | $3,054-12.8% |
| Admin fee / account holder | $232 | $467-50.3% | $5,481-95.8% | $504-54.0% |