See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 ADVISORY BILLING H00 · SANTA MONICA, CA 90140 | Advisory (Participants) | $7,756 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 ADVISORY BILLING H00 · SANTA MONICA, CA 90140 | Advisory (Participants) | $310 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 500 · BUFFFALO, NY 14201 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,032 | $65,557-78.6% | $64,056-78.1% | $71,457-80.4% |
| Participation rate | 63.8% | 73.2%-9.4pp | 72.3%-8.5pp | 67.9%-4.1pp |
| Annual return | 18.53% | 18.94%-0.4pp | 33.69%-15.2pp | 28.85%-10.3pp |
| Employer contribution / active EE | $669 | $2,669-74.9% | $2,747-75.6% | $2,588-74.1% |
| Participant deferral / active EE | $2,258 | $3,626-37.7% | $3,880-41.8% | $4,289-47.4% |
| Admin fee / account holder | $66 | $616-89.3% | $3,068-97.9% | $1,587-95.8% |