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 |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS COMPANY Service code 15 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 194561100 | Recordkeeping | $56,316 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 1525 WEST WT HARRIS BLVD · CHARLOTTE, NC 282628522 | Recordkeeping | $38,165 |
SALTER & COMPANY, LLC3+ years Service code 10 · EIN 20-8078757 4600 EAST WEST HIGHWAY, SUITE 300 · BETHESDA, MD 20814 | Accounting | $15,617 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: ODONOGHUE & ODONOGHUE Service code 29 · EIN 53-0120528 325 CHESTNUT STREET, SUITE 515 · PHILADELPHIA, PA 19106 | Legal | $12,984 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,395 | $56,443-5.4% | $83,830-36.3% | $55,725-4.2% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 7.86% | 393.67%-385.8pp | 850.97%-843.1pp | 244.93%-237.1pp |
| Employer contribution / active EE | $14,262 | $2,682+431.9% | $3,631+292.8% | $2,078+586.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $193 | $156+23.8% | $5,479-96.5% | $115+67.9% |