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 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $16,783 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,485 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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 | $19,096 | $55,453-65.6% | $170,435-88.8% | $62,293-69.3% |
| Participation rate | 89.6% | 66.4%+23.2pp | 83.6%+6.0pp | 69.5%+20.1pp |
| Annual return | 17.37% | 21.38%-4.0pp | 205.94%-188.6pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,554 | $2,164-28.2% | $5,432-71.4% | $2,042-23.9% |
| Participant deferral / active EE | $955 | $2,303-58.5% | $4,939-80.7% | $3,169-69.9% |
| Admin fee / account holder | $64 | $455-85.9% | $13,881-99.5% | $479-86.7% |