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 |
|---|---|---|
MSCI1 year Filed as: MSCI INC. Service code 49 7 WORLD TRADE CENTER · NEW YORK, NY 10007 | Other Services | $8,880 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,566 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $519 |
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 | $206,787 | $111,608+85.3% | $177,839+16.3% | $73,415+181.7% |
| Participation rate | 97.9% | 87.9%+10.1pp | 87.7%+10.2pp | 72.2%+25.7pp |
| Annual return | 13.92% | 18.23%-4.3pp | 48.33%-34.4pp | 59.30%-45.4pp |
| Employer contribution / active EE | $13,422 | $3,796+253.6% | $5,919+126.8% | $2,234+500.8% |
| Participant deferral / active EE | $13,785 | $6,199+122.4% | $7,714+78.7% | $3,806+262.2% |
| Admin fee / account holder | $9 | $166-94.7% | $12,432-99.9% | $158-94.5% |