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 Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $69,558 |
BCA WATSON RICE LLP2+ years Filed as: WATSON RICE LLP Service code 10 · EIN 22-3444410 | Accounting | $19,000 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 13 · EIN 20-5916766 | Contract Administrator | $11,760 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
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.
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,017 | $84,236-77.4% | $170,439-88.8% | $70,124-72.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 6.57% | 23.06%-16.5pp | 205.94%-199.4pp | 73.14%-66.6pp |
| Employer contribution / active EE | $1,818 | $3,387-46.3% | $5,433-66.5% | $2,342-22.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $318 | $5,698-94.4% | $13,881-97.7% | $4,645-93.1% |