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.2 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $23,752 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,225 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $36,464 | $69,231-47.3% | $91,994-60.4% | $67,579-46.0% |
| Participation rate | 73.0% | 78.9%-5.9pp | 78.6%-5.6pp | 71.3%+1.7pp |
| Annual return | 75.94% | 32.03%+43.9pp | 69.04%+6.9pp | 378.56%-302.6pp |
| Employer contribution / active EE | $1,884 | $2,284-17.5% | $3,453-45.4% | $2,148-12.3% |
| Participant deferral / active EE | $5,576 | $5,854-4.8% | $5,924-5.9% | $3,539+57.5% |
| Admin fee / account holder | $82 | $107-23.9% | $7,744-98.9% | $142-42.5% |