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+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $38,273 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
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 | $100,604 | $57,108+76.2% | $94,229+6.8% | $52,331+92.2% |
| Participation rate | 92.4% | 72.9%+19.4pp | 78.8%+13.6pp | 68.1%+24.3pp |
| Annual return | 0.35% | 1.47%-1.1pp | 10.68%-10.3pp | 4.54%-4.2pp |
| Employer contribution / active EE | $2,437 | $1,735+40.4% | $3,587-32.1% | $1,882+29.5% |
| Participant deferral / active EE | $7,654 | $3,040+151.8% | $4,320+77.2% | $3,022+153.3% |
| Admin fee / account holder | $241 | $546-56.0% | $6,269-96.2% | $592-59.3% |