Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $12,876 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $288 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,211 | $55,446-69.0% | $155,574-88.9% | $74,429-76.9% |
| Participation rate | 86.9% | 61.9%+25.0pp | 78.2%+8.6pp | 67.2%+19.6pp |
| Annual return | 11.97% | 269.20%-257.2pp | 64.87%-52.9pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $1,042 | $2,266-54.0% | $4,676-77.7% | $2,625-60.3% |
| Participant deferral / active EE | $3,650 | $2,836+28.7% | $5,629-35.2% | $4,348-16.1% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |