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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $76,500 |
BKD, LLP4+ years Service code 10 · EIN 44-0160260 | Accounting | $9,590 |
AMERICAN FUNDS4+ years Filed as: HM CAPITAL MANAGEMENT Service code 27 · EIN 20-3287389 | Advisory (Plan) | $7,182 |
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 | $57,386 | $65,118-11.9% | $76,767-25.2% | $55,725+3.0% |
| Participation rate | 98.1% | 79.6%+18.5pp | 77.0%+21.1pp | 70.9%+27.2pp |
| Annual return | -4.02% | -1.27%-2.7pp | 2.43%-6.4pp | 244.93%-248.9pp |
| Employer contribution / active EE | $896 | $1,941-53.8% | $2,485-63.9% | $2,078-56.9% |
| Participant deferral / active EE | $2,864 | $3,688-22.3% | $3,852-25.6% | $3,356-14.6% |
| Admin fee / account holder | $105 | $116-9.3% | $6,675-98.4% | $115-8.8% |