Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $151,541 |
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 17 · EIN 20-4751585 | Pension Consulting | $46,403 |
MORNINGSTAR3 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $5,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $304,300 | $73,404+314.6% | $87,104+249.4% | $67,579+350.3% |
| Participation rate | 53.2% | 80.9%-27.6pp | 76.9%-23.6pp | 71.3%-18.1pp |
| Annual return | 11.25% | 48.29%-37.0pp | 28.19%-16.9pp | 378.56%-367.3pp |
| Employer contribution / active EE | $2,951 | $2,014+46.5% | $2,521+17.1% | $2,148+37.4% |
| Participant deferral / active EE | $6,370 | $3,913+62.8% | $4,048+57.3% | $3,539+80.0% |
| Admin fee / account holder | $817 | $142+477.3% | $7,491-89.1% | $142+474.5% |