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 |
|---|---|---|
HEALTHSCOPE BENEFITS4 years Service code 13 · EIN 71-0847266 | Contract Administrator | $40,932 |
ASCENSUS LLC4 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $17,876 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 15 1 N. JEFFERSON AVE. · ST. LOUIS, MO 63103 | Recordkeeping | $14,054 |
Service code 10 · EIN 31-0800053 | Accounting | $9,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,876 | $106,236-78.5% | $112,263-79.6% | $64,824-64.7% |
| Participation rate | 61.5% | 71.7%-10.2pp | 75.1%-13.6pp | 71.5%-10.0pp |
| Annual return | -15.06% | -6.02%-9.0pp | 27.49%-42.6pp | 32.84%-47.9pp |
| Employer contribution / active EE | $1,630 | $3,167-48.5% | $3,636-55.2% | $2,507-35.0% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $203 | $452-55.1% | $6,410-96.8% | $188+8.0% |