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+ years Filed as: WELLS FARGO BANK, N.A Service code 21 · EIN 94-1347393 1525 WEST WT HARRIS BLVD · CHARLOTTE, NC 282628522 | Bank Trustee | $13,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,694 | $45,283-16.8% | $155,789-75.8% | $52,331-28.0% |
| Participation rate | 28.5% | 62.2%-33.7pp | 76.1%-47.6pp | 68.1%-39.6pp |
| Annual return | 0.19% | 1.80%-1.6pp | 71.54%-71.3pp | 4.54%-4.3pp |
| Employer contribution / active EE | $437 | $1,329-67.1% | $3,839-88.6% | $1,882-76.8% |
| Participant deferral / active EE | $721 | $2,854-74.8% | $4,798-85.0% | $3,022-76.2% |
| Admin fee / account holder | $213 | $981-78.3% | $7,477-97.2% | $592-64.0% |