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.4+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $23,152 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR ASSOCIATES. LLC Service code 27 · EIN 73-8136431 | Advisory (Plan) | $1,452 |
Annual investment return 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 | $30,647 | $66,302-53.8% | $110,243-72.2% | $56,289-45.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -9.11% | -1.18%-7.9pp | 314.76%-323.9pp | -9.96%+0.8pp |
| Employer contribution / active EE | $1,286 | $2,047-37.2% | $3,827-66.4% | $2,111-39.1% |
| Participant deferral / active EE | $3,094 | $3,381-8.5% | $4,672-33.8% | $3,350-7.6% |
| Admin fee / account holder | $231 | $698-67.0% | $8,548-97.3% | $521-55.7% |