Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1 NORTH JEFFERSON AVE · ST LOUS, MO 63103 | Advisory (Plan) | $10,531 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,947 |
INTAC ACTUARIAL SERVICES3 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 300 TICE BLVD SUITE 289 · WOODCLIFF LAKE, NJ 07677 | Contract Administrator | $2,288 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $1,163 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,895 | $55,470-75.0% | $155,556-91.1% | $74,478-81.3% |
| Participation rate | 73.5% | 61.9%+11.6pp | 78.2%-4.8pp | 67.2%+6.2pp |
| Annual return | 23.54% | 269.80%-246.3pp | 64.84%-41.3pp | 1370.56%-1347.0pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,407 | $2,838+55.3% | $5,631-21.7% | $4,350+1.3% |
| Admin fee / account holder | $111 | $1,744-93.6% | $15,885-99.3% | $1,946-94.3% |