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 | $44,102 |
Service code 27 · EIN 20-8532658 | Advisory (Plan) | $16,482 |
Service code 10 · EIN 77-0076647 | Accounting | $15,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,143 | $31,252-29.1% | $75,826-70.8% | $55,725-60.3% |
| Participation rate | 78.5% | 71.3%+7.2pp | 68.2%+10.3pp | 70.9%+7.6pp |
| Annual return | -6.11% | 2.84%-9.0pp | 1914.15%-1920.3pp | 244.93%-251.0pp |
| Employer contribution / active EE | $403 | $1,260-68.0% | $1,913-79.0% | $2,078-80.6% |
| Participant deferral / active EE | $1,625 | $2,258-28.0% | $2,862-43.2% | $3,356-51.6% |
| Admin fee / account holder | $180 | $91+97.1% | $4,726-96.2% | $115+56.5% |