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 PARTNERS9+ years Service code 27 · EIN 45-2984270 | Advisory (Plan) | $97,648 |
Service code 37 · EIN 04-2647786 | Loan Processing | $88,982 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,949 | $47,135+235.1% | $149,717+5.5% | $74,440+112.2% |
| Participation rate | 78.5% | 63.4%+15.1pp | 78.8%-0.2pp | 70.7%+7.8pp |
| Annual return | 15.78% | 22.75%-7.0pp | 134.41%-118.6pp | 34.37%-18.6pp |
| Employer contribution / active EE | $6,685 | $1,906+250.8% | $4,820+38.7% | $2,638+153.4% |
| Participant deferral / active EE | $6,001 | $2,728+119.9% | $5,682+5.6% | $4,529+32.5% |
| Admin fee / account holder | $216 | $343-37.0% | $13,213-98.4% | $348-37.9% |