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.2+ years Filed as: WELLS FARGO Service code 21 · EIN 41-1650794 | Bank Trustee | $60,595 |
AUXIANT2+ years Service code 13 · EIN 42-1246202 | Contract Administrator | $47,016 |
DAY PITNEY LLP2+ years Filed as: DAY RETTIG MARTIN, P.C. Service code 29 · EIN 42-1386412 | Legal | $11,317 |
PDCM INSURANCE2+ years Service code 22 · EIN 42-1362866 | Insurance Broker | $9,650 |
BERGANKDV LTD2+ years Filed as: BERGANKDV LTD. Service code 10 · EIN 41-1431613 | Accounting | $8,700 |
EMPLOYEE FRINGES AUDIT COMPANY2+ years Service code 10 · EIN 42-1122328 | Accounting | $7,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,563 | $60,545-36.3% | $92,239-58.2% | $69,631-44.6% |
| Participation rate | 63.6% | 72.2%-8.6pp | 76.5%-12.9pp | 70.7%-7.1pp |
| Annual return | 10.17% | 19.71%-9.5pp | 176.29%-166.1pp | 27571.02%-27560.9pp |
| Employer contribution / active EE | $3,356 | $2,633+27.4% | $3,680-8.8% | $2,032+65.1% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $149 | $145+3.0% | $5,194-97.1% | $110+35.0% |