Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 99 · EIN 34-1542819 | Other Fees | $38,865 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $3,164 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,889 | $60,504+281.6% | $81,882+182.0% | $74,478+210.0% |
| Participation rate | 95.0% | 62.9%+32.1pp | 72.4%+22.6pp | 67.2%+27.8pp |
| Annual return | 23.16% | 16.91%+6.3pp | 779.47%-756.3pp | 1370.56%-1347.4pp |
| Employer contribution / active EE | $6,669 | $2,627+153.9% | $2,916+128.7% | $2,626+153.9% |
| Participant deferral / active EE | $11,839 | $3,400+248.3% | $4,323+173.9% | $4,350+172.2% |
| Admin fee / account holder | $40 | $1,492-97.3% | $7,360-99.5% | $1,946-97.9% |