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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY FIRST Service code 16 · EIN 20-5582309 | Consulting | $50,752 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL - RPCP Service code 38 · EIN 95-2834236 | Participant Communication | $12,200 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $9,130 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,734 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $112,064 | $88,324+26.9% | $115,037-2.6% | $55,191+103.0% |
| Participation rate | 97.4% | 72.5%+24.9pp | 81.4%+16.0pp | 69.2%+28.3pp |
| Annual return | 3.80% | 6.30%-2.5pp | 26.14%-22.3pp | 10.78%-7.0pp |
| Employer contribution / active EE | $6,052 | $2,805+115.8% | $4,608+31.3% | $1,899+218.7% |
| Participant deferral / active EE | $8,474 | $5,042+68.1% | $6,026+40.6% | $3,046+178.2% |
| Admin fee / account holder | $18 | $105-83.1% | $8,175-99.8% | $91-80.4% |