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 | $156,786 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $89,725 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $29,750 |
Service code 13 · EIN 42-1426202 | Contract Administrator | $25,830 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $18,516 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,960 | $221,442-26.9% | $92,240+75.6% | $77,958+107.8% |
| Participation rate | 81.4% | 79.6%+1.8pp | 76.5%+4.9pp | 71.6%+9.7pp |
| Annual return | 13.96% | 15.65%-1.7pp | 176.29%-162.3pp | 20.87%-6.9pp |
| Employer contribution / active EE | $7,816 | $3,226+142.3% | $3,680+112.4% | $2,310+238.3% |
| Participant deferral / active EE | $846 | $2,779-69.6% | $3,897-78.3% | $3,537-76.1% |
| Admin fee / account holder | $350 | $210+67.0% | $5,194-93.3% | $97+259.6% |