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 55 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $13,821 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,465 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC., FUTUREPLAN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,128 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $594 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,252 | $63,442-28.7% | $68,794-34.2% | $66,930-32.4% |
| Participation rate | 33.3% | 60.0%-26.6pp | 69.0%-35.7pp | 69.8%-36.5pp |
| Annual return | -16.96% | -8.29%-8.7pp | -6.37%-10.6pp | 1.57%-18.5pp |
| Employer contribution / active EE | $426 | $1,775-76.0% | $2,656-84.0% | $2,545-83.3% |
| Participant deferral / active EE | $1,486 | $2,945-49.5% | $3,941-62.3% | $4,238-64.9% |
| Admin fee / account holder | $82 | $577-85.8% | $4,934-98.3% | $593-86.2% |