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 Service code 15 · EIN 94-1347393 | Recordkeeping | $133,629 |
RBC WEALTH MANAGEMENT3+ years Service code 33 60 SOUTH 6T ST · MINNEAPOLIS, MN 554024422 | Securities brokerage; Direct payment ... | $20,694 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $293,308 | $155,795+88.3% | $136,298+115.2% | $69,631+321.2% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 70.7%+21.3pp |
| Annual return | 18.38% | 232464.33%-232446.0pp | 5156.27%-5137.9pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $10,901 | $2,991+264.5% | $4,696+132.2% | $2,032+436.4% |
| Participant deferral / active EE | $8,721 | $5,394+61.7% | $6,247+39.6% | $3,224+170.5% |
| Admin fee / account holder | $508 | $128+295.9% | $9,244-94.5% | $110+359.7% |