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.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $28,404 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $4,544 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,659 | $45,126-18.8% | $85,187-57.0% | $74,459-50.8% |
| Participation rate | 93.5% | 49.4%+44.1pp | 67.5%+26.0pp | 67.2%+26.3pp |
| Annual return | 12.49% | 26.30%-13.8pp | 66.67%-54.2pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $1,449 | $1,460-0.8% | $2,732-47.0% | $2,626-44.8% |
| Participant deferral / active EE | $3,120 | $2,738+13.9% | $4,525-31.1% | $4,350-28.3% |
| Admin fee / account holder | $241 | $2,212-89.1% | $6,162-96.1% | $1,945-87.6% |