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.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 950 E PACES FERRY RD NE SUITE 1400 · ATLANTA, GA 303261383 | Other Commissions | $3,705 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,500 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 780 JOHNSON FERRY RD SUITE 375 · ATLANTA, GA 303421436 | Contract Administrator | $1,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,411 | $75,183-66.2% | $123,894-79.5% | $55,167-53.9% |
| Participation rate | 21.7% | 72.8%-51.1pp | 81.4%-59.7pp | 69.0%-47.3pp |
| Annual return | 5.91% | 19.01%-13.1pp | 47.52%-41.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $69 | $2,823-97.6% | $4,617-98.5% | $1,963-96.5% |
| Participant deferral / active EE | $2,350 | $5,084-53.8% | $5,984-60.7% | $3,054-23.1% |
| Admin fee / account holder | $6 | $663-99.1% | $8,357-99.9% | $504-98.9% |