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 |
|---|---|---|
KERBER, ECK & BRAECKEL LLP2+ years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 3266 LEXINGTON AVE · CAPE GIRARDEAU, MO 63701 | Accounting | $34,500 |
Filed as: INVESTMENT PROF. INC (PERSHING LLC) Service code 15 · EIN 13-2741729 16414 SAN PEDRO AVE, STE. 150 · SAN ANTONIO, TX 78232 | Recordkeeping | $16,997 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $5,032 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,035 | $58,758-55.7% | $69,779-62.7% | $63,975-59.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 71.8%+28.2pp | 71.1%+28.9pp |
| Annual return | 3.91% | 18.05%-14.1pp | 12.99%-9.1pp | 48.65%-44.7pp |
| Employer contribution / active EE | $229 | $1,973-88.4% | $2,338-90.2% | $2,182-89.5% |
| Participant deferral / active EE | $0 | $2,912-100.0% | $2,931-100.0% | $3,356-100.0% |
| Admin fee / account holder | $21 | $71-71.0% | $4,381-99.5% | $70-70.8% |