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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 15 · EIN 06-1050334 | Recordkeeping | $160,882 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 52-6257033 | Investment Management | $148,649 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MGMT Service code 28 · EIN 95-3692822 | Investment Management | $83,315 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $54,024 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1711628 | Legal | $45,641 |
Filed as: JENSEN INVESTMENT MANAGEMENT Service code 28 · EIN 93-0978027 | Investment Management | $36,859 |
WHN INVESTOR SERVICES1+ years Service code 28 · EIN 39-1382973 | Investment Management | $30,000 |
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 | $153,364 | $55,516+176.3% | $75,784+102.4% | $59,188+159.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -1.11% | -1.89%+0.8pp | 9.68%-10.8pp | 5.51%-6.6pp |
| Employer contribution / active EE | $7,742 | $2,604+197.4% | $3,323+133.0% | $2,098+269.0% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $284 | $110+158.0% | $5,300-94.6% | $92+207.7% |