Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Direct payment from the plan; Recordk... | $9,485 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 1034 HAMMOND DR FL 2 · ATLANTA, GA 30328 | Advisory (Plan) | $7,787 |
Filed as: CPI QUALIFIED PLAN CONSULTANTS INC. Service code 12 | Recordkeeping and information managem... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,731 | $59,535-13.1% | $90,161-42.6% | $62,293-17.0% |
| Participation rate | 63.0% | 73.0%-10.0pp | 76.9%-13.8pp | 69.5%-6.5pp |
| Annual return | 16.61% | 23.53%-6.9pp | 34.89%-18.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,462 | $1,826-19.9% | $3,318-55.9% | $2,042-28.4% |
| Participant deferral / active EE | $3,114 | $4,639-32.9% | $5,287-41.1% | $3,169-1.8% |
| Admin fee / account holder | $143 | $337-57.4% | $5,943-97.6% | $479-70.1% |