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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $54,223 |
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 | $59,759 | $81,494-26.7% | $133,978-55.4% | $73,497-18.7% |
| Participation rate | 80.4% | 76.4%+4.1pp | 79.8%+0.6pp | 70.7%+9.8pp |
| Annual return | 14.73% | 19.40%-4.7pp | 45.10%-30.4pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,741 | $2,210-21.2% | $3,919-55.6% | $2,270-23.3% |
| Participant deferral / active EE | $3,244 | $3,787-14.3% | $5,047-35.7% | $3,740-13.3% |
| Admin fee / account holder | $258 | $713-63.9% | $8,930-97.1% | $513-49.8% |