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 Filed as: WELLS FARGO ADVISORS LLC Service code 16 401 S TRYON ST 11TH FLOOR · CHARLOTTE, NC 28081 | Consulting | $2,814 |
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,715 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,280 | $54,890-74.0% | $63,244-77.4% | $59,188-75.9% |
| Participation rate | 44.2% | 75.6%-31.4pp | 71.0%-26.8pp | 69.4%-25.2pp |
| Annual return | 0.73% | 4.56%-3.8pp | -70.31%+71.0pp | 5.51%-4.8pp |
| Employer contribution / active EE | $894 | $1,831-51.2% | $2,322-61.5% | $2,098-57.4% |
| Participant deferral / active EE | $1,189 | $2,803-57.6% | $2,953-59.8% | $3,265-63.6% |
| Admin fee / account holder | $5 | $66-92.9% | $5,893-99.9% | $92-94.9% |