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 | $74,565 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $27,605 |
PARSONS CPA PLLC1 year Filed as: PARSONS CPA, PLLC Service code 50 · EIN 27-4214364 | Direct Payment | $22,009 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,349 | $47,977+86.2% | $154,108-42.0% | $56,289+58.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.77% | 3.54%-10.3pp | 735.21%-742.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $7,606 | $2,169+250.7% | $5,298+43.6% | $2,111+260.3% |
| Participant deferral / active EE | $4,263 | $2,392+78.2% | $5,081-16.1% | $3,350+27.2% |
| Admin fee / account holder | $1,188 | $438+171.2% | $13,411-91.1% | $521+128.1% |