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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,352 |
WELLS FARGO BANK, N.A.5 years Service code 15 · EIN 94-1347393 | Recordkeeping | $27,620 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 93-0587572 | Advisory (Plan) | $23,747 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,508 | $61,172+116.6% | $185,851-28.7% | $79,389+66.9% |
| Participation rate | 80.8% | 66.6%+14.2pp | 81.7%-0.9pp | 70.7%+10.1pp |
| Annual return | 14.20% | 19.45%-5.3pp | 122.11%-107.9pp | 116.89%-102.7pp |
| Employer contribution / active EE | $6,767 | $2,321+191.6% | $5,168+30.9% | $2,428+178.7% |
| Participant deferral / active EE | $4,972 | $2,788+78.3% | $5,569-10.7% | $4,046+22.9% |
| Admin fee / account holder | $532 | $710-25.0% | $16,245-96.7% | $626-15.1% |