Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $139,567 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $11,532 |
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 | $75,318 | $74,024+1.7% | $78,002-3.4% | $57,658+30.6% |
| Participation rate | 99.4% | 79.7%+19.7pp | 75.5%+23.9pp | 70.2%+29.2pp |
| Annual return | 8.01% | 12.14%-4.1pp | 425.99%-418.0pp | 5.13%+2.9pp |
| Employer contribution / active EE | $6,253 | $2,365+164.4% | $2,470+153.2% | $1,974+216.8% |
| Participant deferral / active EE | $5,991 | $3,533+69.6% | $3,497+71.3% | $3,061+95.7% |
| Admin fee / account holder | $179 | $93+92.5% | $5,481-96.7% | $95+89.8% |