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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,652 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $14,211 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,611 | $47,922-67.4% | $75,894-79.4% | $65,185-76.1% |
| Participation rate | 78.5% | 63.0%+15.6pp | 69.3%+9.3pp | 70.2%+8.3pp |
| Annual return | 23.80% | 24.12%-0.3pp | 30.76%-7.0pp | 29.38%-5.6pp |
| Employer contribution / active EE | $1,073 | $1,557-31.1% | $2,501-57.1% | $2,177-50.7% |
| Participant deferral / active EE | $2,546 | $2,550-0.2% | $3,603-29.4% | $3,514-27.6% |
| Admin fee / account holder | $128 | $532-76.0% | $5,420-97.6% | $847-84.9% |