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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,208 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $26,802 |
ORENDA RETIREMENT, LLC2 years Service code 13 · EIN 36-4877979 | Contract Administrator | $16,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,398 | $91,372-36.1% | $130,045-55.1% | $74,460-21.6% |
| Participation rate | 23.4% | 77.8%-54.4pp | 78.5%-55.1pp | 70.7%-47.3pp |
| Annual return | 20.57% | 23.21%-2.6pp | -137.30%+157.9pp | 34.38%-13.8pp |
| Employer contribution / active EE | $894 | $2,563-65.1% | $4,321-79.3% | $2,638-66.1% |
| Participant deferral / active EE | $1,681 | $4,721-64.4% | $5,820-71.1% | $4,530-62.9% |
| Admin fee / account holder | $232 | $283-18.2% | $10,600-97.8% | $348-33.3% |