Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVSRS INS AGY Service code 26 · EIN 54-0910269 | Advisory (Participants) | $28,933 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,567 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,413 | $83,884-59.0% | $64,101-46.3% | $74,460-53.8% |
| Participation rate | 89.8% | 76.6%+13.2pp | 72.3%+17.5pp | 70.7%+19.0pp |
| Annual return | 11.39% | 16.57%-5.2pp | 33.72%-22.3pp | 34.38%-23.0pp |
| Employer contribution / active EE | $1,275 | $3,084-58.6% | $2,749-53.6% | $2,638-51.7% |
| Participant deferral / active EE | $1,775 | $3,692-51.9% | $3,881-54.3% | $4,530-60.8% |
| Admin fee / account holder | $97 | $196-50.4% | $3,070-96.8% | $348-72.1% |