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.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $21,121 |
REDWOOD PENSIONS, LLC1 year Service code 49 · EIN 27-2431450 | Other Services | $7,038 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,756 | $79,045+142.6% | $100,378+91.0% | $74,429+157.6% |
| Participation rate | 95.9% | 79.4%+16.5pp | 81.5%+14.4pp | 67.2%+28.7pp |
| Annual return | 14.11% | 20.61%-6.5pp | 49.41%-35.3pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $11,008 | $7,751+42.0% | $8,087+36.1% | $4,348+153.2% |
| Admin fee / account holder | $600 | $1,335-55.0% | $7,899-92.4% | $1,944-69.1% |