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.10+ years Filed as: WELLS FARGO ADVISORS INS. AGENCY Service code 27 · EIN 54-0910269 | Advisory (Plan) | $27,728 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $20,144 |
BENEFIT CONSULTANTS GROUP9 years Service code 13 · EIN 23-2383285 | Contract Administrator | $7,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,827 | $65,072+50.3% | $66,439+47.2% | $65,306+49.8% |
| Participation rate | 60.7% | 69.1%-8.3pp | 74.5%-13.8pp | 57.7%+3.0pp |
| Annual return | 10.86% | 21.50%-10.6pp | 757.66%-746.8pp | 21.94%-11.1pp |
| Employer contribution / active EE | $3,804 | $2,475+53.7% | $2,637+44.3% | $1,967+93.4% |
| Participant deferral / active EE | $3,081 | $3,234-4.7% | $3,876-20.5% | $2,959+4.1% |
| Admin fee / account holder | $141 | $1,323-89.3% | $6,173-97.7% | $3,480-95.9% |