Filed February 24, 2025 (most recent of 2 filings on file)
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $294,685 |
Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $127,800 |
PICCERELLI, GILSTEIN & CO2+ years Filed as: PICCERELLI, GILSTEIN & CO, LLP Service code 10 · EIN 05-0353162 | Accounting | $28,442 |
DELOITTE & TOUCHE LLP2+ years Filed as: BRYAN, PENDLETON SWATS & MCALLISTER Service code 10 · EIN 65-0853448 | Accounting | $8,220 |
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 | $78,891 | $82,279-4.1% | $78,002+1.1% | $63,975+23.3% |
| Participation rate | 99.0% | 84.7%+14.3pp | 75.5%+23.5pp | 71.1%+27.9pp |
| Annual return | 6.94% | 11.20%-4.3pp | 425.99%-419.0pp | 48.65%-41.7pp |
| Employer contribution / active EE | $3,137 | $3,297-4.8% | $2,470+27.0% | $2,182+43.8% |
| Participant deferral / active EE | $4,614 | $4,538+1.7% | $3,497+31.9% | $3,356+37.5% |
| Admin fee / account holder | $247 | $81+203.2% | $5,481-95.5% | $70+250.3% |