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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $68,580 |
LPL FINANCIAL5 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $28,000 |
SMITH LEONARD PLLC4 years Service code 10 · EIN 20-5907591 | Accounting | $11,250 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,440 | $48,592-12.7% | $185,835-77.2% | $90,274-53.0% |
| Participation rate | 42.4% | 66.2%-23.9pp | 78.0%-35.7pp | 73.4%-31.0pp |
| Annual return | 16.29% | 68.51%-52.2pp | 35.96%-19.7pp | 53.97%-37.7pp |
| Employer contribution / active EE | $1,172 | $1,389-15.6% | $4,087-71.3% | $2,523-53.5% |
| Participant deferral / active EE | $2,292 | $3,463-33.8% | $5,633-59.3% | $4,231-45.8% |
| Admin fee / account holder | $123 | $77+59.2% | $9,502-98.7% | $114+8.1% |