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 Service code 15 · EIN 94-1347393 | Recordkeeping | $2,632,930 |
SPIVAK LIPTON LLP6+ years Service code 29 · EIN 13-3494495 | Legal | $147,448 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $140,330 |
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $58,169 |
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $57,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,898 | $106,273-86.9% | $134,162-89.6% | $106,273-86.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 72.2%+27.8pp | 70.8%+29.2pp |
| Annual return | 9.75% | 21.70%-12.0pp | 36.35%-26.6pp | 21.70%-12.0pp |
| Employer contribution / active EE | $499 | $2,722-81.7% | $3,705-86.5% | $2,722-81.7% |
| Participant deferral / active EE | $64 | $4,601-98.6% | $3,500-98.2% | $4,601-98.6% |
| Admin fee / account holder | $74 | $78-5.5% | $6,685-98.9% | $78-5.5% |