Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,176 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NEWT Service code 27 | Advisory (Plan) | $7,713 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISROS NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,742 | $34,634-5.5% | $77,100-57.5% | $64,824-49.5% |
| Participation rate | 10.6% | 49.8%-39.2pp | 67.9%-57.3pp | 71.5%-60.9pp |
| Annual return | -16.46% | -5.31%-11.1pp | 42.35%-58.8pp | 32.84%-49.3pp |
| Employer contribution / active EE | $84 | $1,385-93.9% | $2,815-97.0% | $2,507-96.7% |
| Participant deferral / active EE | $551 | $2,553-78.4% | $4,430-87.6% | $4,311-87.2% |
| Admin fee / account holder | $324 | $178+81.5% | $5,443-94.1% | $188+72.2% |