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.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $83,923 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $32,930 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 27 · EIN 36-2214610 | Advisory (Plan) | $16,417 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 25 · EIN 26-3523944 | Directed Trustee | $9,050 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $78,695-100.0% | $111,575-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 8.4%-8.4pp | 12.6%-12.6pp |
| Annual return | -2.27% | 4.40%-6.7pp | 18.87%-21.1pp | 4.56%-6.8pp |
| Employer contribution / active EE | $21,216 | $10,694+98.4% | $19,828+7.0% | $15,526+36.7% |
| Participant deferral / active EE | $0 | $30-100.0% | $68-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $262-100.0% | $1,711-100.0% |