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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $55,507 |
LPL FINANCIAL2+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $24,000 |
RHODES AND ASSOCIATES1 year Service code 10 · EIN 91-2041338 | Accounting | $8,500 |
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 | $61,867 | $63,905-3.2% | $74,184-16.6% | $57,658+7.3% |
| Participation rate | 86.0% | 79.8%+6.2pp | 76.6%+9.4pp | 70.2%+15.7pp |
| Annual return | 7.13% | 60.60%-53.5pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,173 | $1,840-36.2% | $2,370-50.5% | $1,974-40.6% |
| Participant deferral / active EE | $3,918 | $3,448+13.6% | $3,550+10.4% | $3,061+28.0% |
| Admin fee / account holder | $164 | $91+80.6% | $5,586-97.1% | $95+74.0% |