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.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $25,197 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,233 | $46,464-4.8% | $150,298-70.6% | $79,634-44.5% |
| Participation rate | 42.3% | 57.0%-14.6pp | 77.8%-35.4pp | 62.5%-20.1pp |
| Annual return | 24.86% | 27.89%-3.0pp | 62.79%-37.9pp | 36.46%-11.6pp |
| Employer contribution / active EE | $488 | $1,512-67.7% | $4,154-88.2% | $2,529-80.7% |
| Participant deferral / active EE | $3,898 | $2,157+80.7% | $5,453-28.5% | $3,835+1.7% |
| Admin fee / account holder | $335 | $891-62.3% | $14,116-97.6% | $1,002-66.5% |