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.4 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $20,000 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,109 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $7,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,197 | $66,319+14.9% | $93,621-18.6% | $65,186+16.9% |
| Participation rate | 58.7% | 74.0%-15.3pp | 75.8%-17.2pp | 70.2%-11.5pp |
| Annual return | 24.14% | 42.59%-18.4pp | 32.76%-8.6pp | 29.39%-5.2pp |
| Employer contribution / active EE | $1,261 | $2,013-37.3% | $2,719-53.6% | $2,177-42.1% |
| Participant deferral / active EE | $1,472 | $3,343-56.0% | $4,070-63.8% | $3,514-58.1% |
| Admin fee / account holder | $373 | $6,900-94.6% | $7,890-95.3% | $847-56.0% |