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 Service code 15 · EIN 94-1347393 | Recordkeeping | $114,433 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $5,088 |
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 | $85,695 | $41,281+107.6% | $109,313-21.6% | $57,658+48.6% |
| Participation rate | 90.3% | 59.3%+30.9pp | 71.3%+19.0pp | 70.2%+20.1pp |
| Annual return | 8.96% | 8.97%0pp | 22.07%-13.1pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,255 | $1,201+4.4% | $3,892-67.8% | $1,974-36.4% |
| Participant deferral / active EE | $5,205 | $2,223+134.1% | $3,166+64.4% | $3,061+70.1% |
| Admin fee / account holder | $272 | $75+262.0% | $5,666-95.2% | $95+188.1% |