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 ADVISORS FIN NETWORK Service code 27 1 NORTH JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $48,904 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,602 |
ALEXANDER & WILLIAMS LLC1 year Service code 10 · EIN 84-3798055 5050 QUORUM DRIVE · DALLAS, TX 75254 | Accounting | $11,440 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 535 KEISLER DRIVE · CARY, NC 27518 | Contract Administrator | $9,315 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,086 | $80,763+62.3% | $102,412+28.0% | $74,459+76.1% |
| Participation rate | 97.1% | 65.7%+31.4pp | 74.5%+22.6pp | 67.2%+29.9pp |
| Annual return | 12.87% | 27.57%-14.7pp | 24.94%-12.1pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $11,012 | $3,160+248.5% | $3,870+184.6% | $2,626+319.4% |
| Participant deferral / active EE | $4,605 | $3,862+19.2% | $5,060-9.0% | $4,350+5.9% |
| Admin fee / account holder | $326 | $2,371-86.2% | $8,388-96.1% | $1,945-83.2% |