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.7 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $22,700 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,366 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,432 | $54,679+48.9% | $76,119+7.0% | $74,459+9.4% |
| Participation rate | 99.1% | 60.3%+38.7pp | 69.1%+30.0pp | 67.2%+31.9pp |
| Annual return | 14.87% | 31.90%-17.0pp | 361.25%-346.4pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $2,790 | $1,781+56.6% | $2,693+3.6% | $2,626+6.3% |
| Participant deferral / active EE | $7,018 | $3,072+128.4% | $4,259+64.8% | $4,350+61.3% |
| Admin fee / account holder | $254 | $2,238-88.7% | $6,421-96.0% | $1,945-87.0% |