Filed March 13, 2025
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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $21,058 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $17,350 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,106 | $60,165-20.0% | $74,184-35.2% | $55,167-12.8% |
| Participation rate | 92.8% | 74.2%+18.6pp | 76.6%+16.1pp | 69.0%+23.8pp |
| Annual return | 5.42% | 10.00%-4.6pp | 17.74%-12.3pp | 169.23%-163.8pp |
| Employer contribution / active EE | $1,191 | $1,600-25.5% | $2,370-49.7% | $1,963-39.3% |
| Participant deferral / active EE | $3,116 | $2,973+4.8% | $3,550-12.2% | $3,054+2.0% |
| Admin fee / account holder | $254 | $419-39.3% | $5,586-95.4% | $504-49.5% |