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 |
|---|---|---|
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS TRUST CO NA Service code 28 · EIN 13-4166989 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $189,549 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO BANK NA Service code 21 · EIN 94-1347393 12 EAST 49 STREET · NEW YORK, NY 10017 | Bank Trustee | $21,630 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 16.73% | 6915.14%-6898.4pp | 380.71%-364.0pp | 627.08%-610.3pp |
| Employer contribution / active EE | $11,976 | $39,618-69.8% | $45,089-73.4% | $18,824-36.4% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |