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 | $10,119 |
ADP BROKER-DEALER1+ years Filed as: ADP LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,830 |
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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,056 | $54,380+21.5% | $68,509-3.6% | $59,632+10.8% |
| Participation rate | 92.2% | 70.2%+22.0pp | 74.7%+17.5pp | 68.7%+23.5pp |
| Annual return | 0.91% | 2.83%-1.9pp | 8.27%-7.4pp | 2041.32%-2040.4pp |
| Employer contribution / active EE | $3,042 | $1,539+97.7% | $2,278+33.6% | $2,203+38.1% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,823 | $3,885+101.3% | $5,275+48.3% | $4,297+82.0% |