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 | Recordkeeping | $386,522 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES INVESTMENTS Service code 16 · EIN 26-4789150 | Consulting | $75,000 |
WITHUMSMITH+BROWN, PC3+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $21,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,940 | $88,730+7.0% | $82,312+15.3% | $77,958+21.8% |
| Participation rate | 99.4% | 84.5%+14.8pp | 76.9%+22.5pp | 71.6%+27.7pp |
| Annual return | 20.55% | 20.88%-0.3pp | 25.88%-5.3pp | 20.87%-0.3pp |
| Employer contribution / active EE | $4,193 | $2,758+52.0% | $2,428+72.7% | $2,310+81.5% |
| Participant deferral / active EE | $6,226 | $4,634+34.3% | $3,706+68.0% | $3,537+76.0% |
| Admin fee / account holder | $103 | $74+38.8% | $5,608-98.2% | $97+5.5% |