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.3 years Filed as: WELLS FARGO Service code 15 230 WEST MONROE · CHICAGO, IL 60606 | Recordkeeping | $22,734 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310844 | Advisory (Plan) | $18,500 |
Filed as: TIC INTERNATIONAL CORP. Service code 13 · EIN 13-2600875 | Contract Administrator | $14,176 |
Service code 29 · EIN 83-2893229 | Legal | $8,316 |
Service code 10 · EIN 38-2284921 | Accounting | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,968 | $91,517-74.9% | $101,264-77.3% | $73,412-68.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | -0.72% | 17.17%-17.9pp | 46.48%-47.2pp | 59.30%-60.0pp |
| Employer contribution / active EE | $2,337 | $2,877-18.8% | $3,660-36.1% | $2,234+4.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $83 | $216-61.5% | $5,947-98.6% | $158-47.4% |