Filed August 1, 2025
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 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $12,886 |
WFG ADVISORS2+ years Filed as: WFG Service code 28 · EIN 03-0509863 2711 N. HASKELL AVE. STE 2900 · DALLAS, TX 752042902 | Investment Management | $10,544 |
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 | $55,848 | $52,467+6.4% | $57,196-2.4% | $55,167+1.2% |
| Participation rate | 86.8% | 75.8%+10.9pp | 75.3%+11.4pp | 69.0%+17.8pp |
| Annual return | 8.12% | 7.72%+0.4pp | 14.59%-6.5pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,416 | $2,477-2.5% | $2,683-9.9% | $1,963+23.1% |
| Participant deferral / active EE | $3,698 | $2,830+30.7% | $3,096+19.4% | $3,054+21.1% |
| Admin fee / account holder | $103 | $269-61.8% | $3,141-96.7% | $504-79.6% |