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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,238 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $24,951 |
Filed as: PETERSEN CPAS AND ADVISO Service code 10 · EIN 26-1262413 | Accounting | $7,495 |
RANDALL & HURLEY, INC.1 year Filed as: RANDALL HURLEY Service code 13 · EIN 91-1661080 | Contract Administrator | $4,498 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,214 | $56,503-11.1% | $69,890-28.2% | $64,824-22.5% |
| Participation rate | 98.4% | 70.5%+27.9pp | 70.5%+27.9pp | 71.5%+26.9pp |
| Annual return | -16.19% | -13.44%-2.8pp | 190.84%-207.0pp | 32.84%-49.0pp |
| Employer contribution / active EE | $2,604 | $2,046+27.3% | $2,560+1.7% | $2,507+3.9% |
| Participant deferral / active EE | $3,183 | $3,389-6.1% | $3,848-17.3% | $4,311-26.2% |
| Admin fee / account holder | $216 | $160+34.9% | $6,267-96.5% | $188+15.2% |