Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $33,753 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,952 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,361 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,402 | $88,137-46.2% | $164,975-71.3% | $74,429-36.3% |
| Participation rate | 91.4% | 73.1%+18.2pp | 78.6%+12.7pp | 67.2%+24.1pp |
| Annual return | 21.66% | 17.13%+4.5pp | 70.12%-48.5pp | 1368.38%-1346.7pp |
| Employer contribution / active EE | $2,021 | $2,597-22.2% | $4,343-53.5% | $2,625-23.0% |
| Participant deferral / active EE | $6,029 | $4,501+34.0% | $6,033-0.1% | $4,348+38.6% |
| Admin fee / account holder | $281 | $2,231-87.4% | $12,688-97.8% | $1,944-85.5% |