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 LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $26,870 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $524 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $338,687 | $46,732+624.7% | $156,551+116.3% | $55,167+513.9% |
| Participation rate | 83.4% | 65.8%+17.6pp | 84.0%-0.6pp | 69.0%+14.4pp |
| Annual return | 6.16% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $11,844 | $2,105+462.6% | $5,501+115.3% | $1,963+503.5% |
| Participant deferral / active EE | $13,853 | $2,204+528.5% | $4,871+184.4% | $3,054+353.6% |
| Admin fee / account holder | $585 | $418+39.7% | $13,028-95.5% | $504+16.0% |