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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,931 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $17,327 |
UHY LLP1 year Service code 10 · EIN 43-1305800 | Accounting | $7,275 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,447 | $33,826-42.5% | $88,538-78.0% | $67,579-71.2% |
| Participation rate | 51.0% | 64.6%-13.6pp | 68.7%-17.8pp | 71.3%-20.3pp |
| Annual return | 17.62% | 68.24%-50.6pp | 43.64%-26.0pp | 378.56%-360.9pp |
| Employer contribution / active EE | $802 | $1,232-34.9% | $2,098-61.8% | $2,148-62.7% |
| Participant deferral / active EE | $1,442 | $2,089-30.9% | $2,914-50.5% | $3,539-59.3% |
| Admin fee / account holder | $101 | $134-24.7% | $4,310-97.7% | $142-29.3% |