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 ADVISORS FINANCIAL Service code 27 ONE NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $77,077 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,732 | $60,393+152.9% | $81,820+86.7% | $74,429+105.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 18.13% | 16.89%+1.2pp | 777.93%-759.8pp | 1368.38%-1350.3pp |
| Employer contribution / active EE | $5,029 | $2,626+91.5% | $2,915+72.5% | $2,625+91.6% |
| Participant deferral / active EE | $7,766 | $3,397+128.6% | $4,323+79.7% | $4,348+78.6% |
| Admin fee / account holder | $372 | $1,491-75.1% | $7,391-95.0% | $1,944-80.9% |