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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 13 · EIN 59-2452823 | Contract Administrator | $85,600 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 26 · EIN 48-1305000 | Advisory (Participants) | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,183 | $88,360+220.5% | $145,433+94.7% | $67,986+316.5% |
| Participation rate | 95.5% | 65.5%+30.0pp | 82.1%+13.4pp | 57.2%+38.3pp |
| Annual return | 13.76% | 63.15%-49.4pp | 66.58%-52.8pp | 31.67%-17.9pp |
| Employer contribution / active EE | $7,579 | $3,054+148.2% | $4,554+66.4% | $2,019+275.4% |
| Participant deferral / active EE | $14,363 | $5,932+142.1% | $7,897+81.9% | $3,358+327.7% |
| Admin fee / account holder | $700 | $3,313-78.9% | $13,129-94.7% | $3,203-78.1% |