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.4 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $21,952 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,860 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,154 | $101,672-44.8% | $147,117-61.8% | $74,478-24.6% |
| Participation rate | 40.4% | 75.5%-35.2pp | 82.2%-41.8pp | 67.2%-26.9pp |
| Annual return | 14.31% | 8757.83%-8743.5pp | 420.54%-406.2pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $202 | $3,813-94.7% | $4,932-95.9% | $2,626-92.3% |
| Participant deferral / active EE | $5,288 | $7,305-27.6% | $8,065-34.4% | $4,350+21.6% |
| Admin fee / account holder | $518 | $1,753-70.4% | $12,993-96.0% | $1,946-73.4% |