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.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $11,172 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,403 | $69,848-26.4% | $115,756-55.6% | $66,938-23.2% |
| Participation rate | 76.9% | 70.6%+6.3pp | 77.1%-0.2pp | 69.8%+7.1pp |
| Annual return | -16.33% | 969.66%-986.0pp | 143.14%-159.5pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,606 | $2,613-38.5% | $3,793-57.7% | $2,545-36.9% |
| Participant deferral / active EE | $3,170 | $4,274-25.8% | $6,254-49.3% | $4,238-25.2% |
| Admin fee / account holder | $422 | $337+25.3% | $8,124-94.8% | $594-28.8% |