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 | $31,130 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,216 |
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 | $105,597 | $99,957+5.6% | $149,715-29.5% | $73,493+43.7% |
| Participation rate | 86.5% | 75.7%+10.8pp | 82.5%+4.0pp | 70.7%+15.8pp |
| Annual return | 14.30% | 53.87%-39.6pp | 276.66%-262.4pp | 28.51%-14.2pp |
| Employer contribution / active EE | $3,821 | $3,191+19.7% | $4,645-17.7% | $2,270+68.3% |
| Participant deferral / active EE | $14,842 | $6,073+144.4% | $6,842+116.9% | $3,740+296.9% |
| Admin fee / account holder | $175 | $551-68.2% | $9,310-98.1% | $513-65.8% |