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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $107,773 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $54,151 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,477 | $56,152-10.1% | $185,827-72.8% | $73,412-31.2% |
| Participation rate | 97.3% | 67.6%+29.8pp | 78.0%+19.3pp | 72.2%+25.2pp |
| Annual return | 13.29% | 17.59%-4.3pp | 35.96%-22.7pp | 59.30%-46.0pp |
| Employer contribution / active EE | $459 | $1,532-70.1% | $4,087-88.8% | $2,234-79.5% |
| Participant deferral / active EE | $4,735 | $3,659+29.4% | $5,633-15.9% | $3,806+24.4% |
| Admin fee / account holder | $173 | $132+31.2% | $9,502-98.2% | $158+9.7% |