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.5+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $137,072 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Other Commissions | $4,719 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,948 | $47,634-14.0% | $90,461-54.7% | $90,274-54.6% |
| Participation rate | 29.6% | 67.5%-37.9pp | 72.7%-43.1pp | 73.4%-43.7pp |
| Annual return | 3.44% | 19.61%-16.2pp | 1294.76%-1291.3pp | 53.97%-50.5pp |
| Employer contribution / active EE | $869 | $1,749-50.3% | $3,264-73.4% | $2,523-65.6% |
| Participant deferral / active EE | $995 | $2,824-64.8% | $3,964-74.9% | $4,231-76.5% |
| Admin fee / account holder | $123 | $106+16.1% | $5,617-97.8% | $114+8.0% |