Filed August 3, 2017 (most recent of 4 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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $533,791 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ Service code 27 · EIN 34-1885306 | Advisory (Plan) | $100,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,515 | $38,315-7.3% | $80,004-55.6% | $69,651-49.0% |
| Participation rate | 24.3% | 43.0%-18.6pp | 73.0%-48.7pp | 66.6%-42.2pp |
| Annual return | 0.57% | -2.06%+2.6pp | 7.63%-7.1pp | 53.77%-53.2pp |
| Employer contribution / active EE | $618 | $783-21.1% | $2,473-75.0% | $2,241-72.4% |
| Participant deferral / active EE | $554 | $1,495-63.0% | $3,204-82.7% | $3,635-84.8% |
| Admin fee / account holder | $88 | $48+81.8% | $5,033-98.2% | $63+39.4% |