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 Service code 21 · EIN 94-1347393 | Bank Trustee | $168,093 |
BOLTON PARTNERS, INC.3+ years Service code 11 · EIN 52-1231144 | Actuarial | $55,726 |
WILLIAM L MAINELLA CPA & CO, LLC2+ years Service code 10 · EIN 81-3328331 | Accounting | $19,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $233,564-100.0% | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | - |
| Annual return | 8.86% | 28.83%-20.0pp | 16.78%-7.9pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $26,328-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $97-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $20,893-100.0% | - |