Filed April 5, 2022
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 | $416,900 |
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $306,427 |
Filed as: GALLAGHER BENEFIT SVCS Service code 16 · EIN 36-4291971 | Consulting | $156,939 |
JONES & ROTH, PC5 years Filed as: JONES & ROTH, P.C. Service code 10 · EIN 93-0819646 | Accounting | $15,300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,925 | $171,796-82.6% | $111,319-73.1% | $106,520-71.9% |
| Participation rate | 94.3% | 88.6%+5.7pp | 77.3%+17.0pp | 71.3%+23.0pp |
| Annual return | 17.28% | 18.62%-1.3pp | 54.68%-37.4pp | 19.28%-2.0pp |
| Employer contribution / active EE | $1,858 | $4,687-60.4% | $2,732-32.0% | $2,840-34.6% |
| Participant deferral / active EE | $3,117 | $7,845-60.3% | $4,488-30.5% | $4,948-37.0% |
| Admin fee / account holder | $53 | $69-24.0% | $7,966-99.3% | $75-29.3% |