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 | $44,207 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $194,399 | $73,102+165.9% | $123,552+57.3% | $56,287+245.4% |
| Participation rate | 89.8% | 74.3%+15.5pp | 82.3%+7.5pp | 69.9%+19.9pp |
| Annual return | -5.46% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $10,638 | $2,977+257.3% | $4,628+129.9% | $2,111+403.9% |
| Participant deferral / active EE | $6,503 | $5,423+19.9% | $6,426+1.2% | $3,350+94.1% |
| Admin fee / account holder | $230 | $554-58.4% | $9,285-97.5% | $521-55.8% |