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 |
|---|---|---|
WELLSPRING FINANCIAL PARTNERS8+ years Service code 27 · EIN 45-2984270 | Advisory (Plan) | $103,912 |
Service code 37 · EIN 04-2647786 | Loan Processing | $96,166 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,943 | $46,332+199.9% | $143,799-3.4% | $64,819+114.4% |
| Participation rate | 80.6% | 64.2%+16.4pp | 80.3%+0.3pp | 71.5%+9.1pp |
| Annual return | -15.79% | -10.05%-5.7pp | -0.04%-15.7pp | 32.84%-48.6pp |
| Employer contribution / active EE | $6,494 | $1,911+239.8% | $4,952+31.1% | $2,507+159.0% |
| Participant deferral / active EE | $5,485 | $2,647+107.2% | $5,638-2.7% | $4,311+27.2% |
| Admin fee / account holder | $224 | $154+45.6% | $14,677-98.5% | $188+19.3% |