Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 15 TPOT-MAC H0006-08R · ST. LOUIS, MO 63103 | Recordkeeping | $8,767 |
PAYCHEX, INC.2+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $38,576 | $50,956-24.3% | $96,570-60.1% | $86,821-55.6% |
| Participation rate | 29.4% | 65.2%-35.8pp | 69.8%-40.4pp | 72.3%-42.9pp |
| Annual return | 12.87% | 21.27%-8.4pp | 37.79%-24.9pp | 97.94%-85.1pp |
| Employer contribution / active EE | $659 | $1,111-40.7% | $2,357-72.1% | $2,406-72.6% |
| Participant deferral / active EE | $1,225 | $2,954-58.5% | $3,849-68.2% | $4,132-70.4% |
| Admin fee / account holder | $235 | $166+41.4% | $6,182-96.2% | $170+38.5% |