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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $30,572 |
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $16,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,951 | $54,573-67.1% | $90,965-80.3% | $73,493-75.6% |
| Participation rate | 85.9% | 61.2%+24.8pp | 69.0%+16.9pp | 70.7%+15.2pp |
| Annual return | 13.31% | 16.69%-3.4pp | 134.57%-121.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $2 | $991-99.8% | $2,122-99.9% | $2,270-99.9% |
| Participant deferral / active EE | $2,911 | $2,517+15.7% | $3,373-13.7% | $3,740-22.1% |
| Admin fee / account holder | $198 | $521-62.0% | $5,960-96.7% | $513-61.4% |