Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $56,244 |
LPL FINANCIAL1+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $24,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,970 | $72,770-2.5% | $67,652+4.9% | $55,191+28.6% |
| Participation rate | 83.6% | 78.8%+4.8pp | 75.7%+7.9pp | 69.2%+14.4pp |
| Annual return | -0.51% | -3.26%+2.8pp | 6625.04%-6625.5pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,304 | $1,769-26.3% | $2,266-42.4% | $1,899-31.3% |
| Participant deferral / active EE | $4,219 | $3,408+23.8% | $3,560+18.5% | $3,046+38.5% |
| Admin fee / account holder | $168 | $79+113.1% | $4,821-96.5% | $91+85.0% |