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 15 · EIN 62-1874769 | Recordkeeping | $37,616 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $33,534 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $29,939 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,693 | $53,165-19.7% | $86,235-50.5% | $74,473-42.7% |
| Participation rate | 92.9% | 64.9%+28.1pp | 69.0%+24.0pp | 70.7%+22.2pp |
| Annual return | 16.87% | 22.64%-5.8pp | 1170.03%-1153.2pp | 34.36%-17.5pp |
| Employer contribution / active EE | $2,706 | $1,210+123.6% | $2,381+13.6% | $2,638+2.6% |
| Participant deferral / active EE | $5,764 | $3,234+78.2% | $3,987+44.6% | $4,530+27.2% |
| Admin fee / account holder | $296 | $551-46.4% | $6,856-95.7% | $347-14.8% |