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.3 years Service code 15 · EIN 94-1347393 299 SOUTH MAIN, 5TH FLOOR · SALT LAKE CITY, UT 84111 | Recordkeeping | $25,133 |
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 | $122,676 | $91,198+34.5% | $178,503-31.3% | $79,856+53.6% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.6pp | 69.6%+28.9pp |
| Annual return | 13.05% | 24.20%-11.1pp | 151.12%-138.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $14,022 | $3,257+330.6% | $5,011+179.8% | $2,471+467.4% |
| Participant deferral / active EE | $2,306 | $3,237-28.8% | $5,202-55.7% | $3,741-38.4% |
| Admin fee / account holder | $291 | $6,748-95.7% | $13,987-97.9% | $5,306-94.5% |