Filed July 26, 2024
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.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $44,226 |
Service code 13 207 W 25TH ST · NEW YORK, NY 100017159 | Contract Administrator | $2,425 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $525 |
EGPS1 year Filed as: EGPS, LLC Service code 99 · EIN 86-2963468 917 WESTERN AMERICA CIRCLE, STE 500 · MPBILE, AL 36609 | Other Fees | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,535 | $62,409+19.4% | $120,574-38.2% | $74,459+0.1% |
| Participation rate | 43.9% | 56.8%-12.9pp | 71.9%-28.1pp | 67.2%-23.3pp |
| Annual return | 12.67% | 18.62%-5.9pp | 107.42%-94.8pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $1,155 | $1,847-37.5% | $3,471-66.7% | $2,626-56.0% |
| Participant deferral / active EE | $1,838 | $2,888-36.4% | $4,996-63.2% | $4,350-57.7% |
| Admin fee / account holder | $338 | $2,394-85.9% | $9,445-96.4% | $1,945-82.6% |