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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $5,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,020 | $59,186-23.9% | $76,768-41.4% | $56,287-20.0% |
| Participation rate | 64.6% | 75.2%-10.6pp | 77.0%-12.4pp | 69.9%-5.3pp |
| Annual return | -6.28% | 6.62%-12.9pp | 2.43%-8.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,096 | $1,759-37.7% | $2,485-55.9% | $2,111-48.1% |
| Participant deferral / active EE | $3,722 | $3,255+14.4% | $3,852-3.4% | $3,350+11.1% |
| Admin fee / account holder | $199 | $489-59.2% | $6,675-97.0% | $521-61.7% |