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 |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,500 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,392 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $640,589 | $95,406+571.4% | $185,849+244.7% | $85,847+646.2% |
| Participation rate | 96.6% | 68.8%+27.9pp | 81.7%+14.9pp | 69.3%+27.3pp |
| Annual return | 15.81% | 23.59%-7.8pp | 122.10%-106.3pp | 318.61%-302.8pp |
| Employer contribution / active EE | $25,534 | $3,314+670.6% | $5,169+394.0% | $2,565+895.3% |
| Participant deferral / active EE | $16,111 | $3,424+370.6% | $5,569+189.3% | $3,952+307.6% |
| Admin fee / account holder | $176 | $7,214-97.6% | $16,244-98.9% | $6,261-97.2% |