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.1+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $40,186 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $4,706 |
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 | $24,707 | $54,320-54.5% | $67,652-63.5% | $52,331-52.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -0.95% | 6.81%-7.8pp | 6625.40%-6626.3pp | 4.54%-5.5pp |
| Employer contribution / active EE | $907 | $1,544-41.3% | $2,266-60.0% | $1,882-51.8% |
| Participant deferral / active EE | $3,145 | $2,950+6.6% | $3,560-11.7% | $3,022+4.1% |
| Admin fee / account holder | $172 | $527-67.3% | $4,821-96.4% | $592-70.9% |