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.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $107,733 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,044 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,198 | $90,064+12.4% | $100,415+0.8% | $77,762+30.1% |
| Participation rate | 96.6% | 81.3%+15.3pp | 81.5%+15.0pp | 70.6%+26.0pp |
| Annual return | 17.13% | 20.61%-3.5pp | 49.47%-32.3pp | 31.27%-14.1pp |
| Employer contribution / active EE | $4,838 | $3,043+59.0% | $3,943+22.7% | $2,728+77.4% |
| Participant deferral / active EE | $14,945 | $8,282+80.5% | $8,091+84.7% | $4,651+221.3% |
| Admin fee / account holder | $3 | $172-98.0% | $7,906-100.0% | $433-99.2% |