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 Filed as: WELLS FARGO ADVISORS, LLC Service code 27 401 S TRYON ST. · CHARLOTTE, NC 28081 | Advisory (Plan) | $81,706 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,880 |
MMA SECURITIES LLC3+ years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 13 P O BOX 12748 · ROANOKE, VA 240282748 | Contract Administrator | $1,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,603 | $55,453+481.8% | $170,435+89.3% | $62,293+417.9% |
| Participation rate | 94.2% | 66.4%+27.8pp | 83.6%+10.6pp | 69.5%+24.7pp |
| Annual return | 15.44% | 21.38%-5.9pp | 205.94%-190.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $7,393 | $2,164+241.7% | $5,432+36.1% | $2,042+262.0% |
| Participant deferral / active EE | $4,915 | $2,303+113.4% | $4,939-0.5% | $3,169+55.1% |
| Admin fee / account holder | $1,190 | $455+161.5% | $13,881-91.4% | $479+148.3% |