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 |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 1525 WEST W.T. HARRIS BLVD · CHARLOTTE, NC 28262 | Recordkeeping | $43,671 |
Service code 15 · EIN 26-3148951 1325 WEST FIRST AVE. SUITE 304 · SPOKANE, WA 99201 | Recordkeeping | $15,070 |
BPM LLP1 year Filed as: BPM, LLP Service code 10 · EIN 81-4234542 P.O.BOX 53086 · BELLEVUE, WA 980153086 | Accounting | $14,001 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,246 | $60,788-30.5% | $85,705-50.7% | $79,389-46.8% |
| Participation rate | 98.0% | 62.1%+35.9pp | 69.9%+28.1pp | 70.7%+27.3pp |
| Annual return | 14.59% | 16.57%-2.0pp | 21.49%-6.9pp | 116.89%-102.3pp |
| Employer contribution / active EE | $1,877 | $1,664+12.8% | $2,619-28.3% | $2,428-22.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $3,924-100.0% | $4,046-100.0% |
| Admin fee / account holder | $288 | $439-34.4% | $6,877-95.8% | $626-54.0% |