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 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 | $79,720 |
JONES & ROTH, PC2 years Filed as: JONES & ROTH, P.C. Service code 10 · EIN 93-0819646 | Accounting | $13,300 |
Service code 28 · EIN 36-4291971 | Investment Management | $9,167 |
KILPATRICK TOWNSEND2 years Service code 29 · EIN 58-0511774 | Legal | $1,955 |
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,972 | $78,852-92.4% | $76,768-92.2% | $75,289-92.1% |
| Participation rate | 99.5% | 85.0%+14.6pp | 77.0%+22.6pp | 72.4%+27.1pp |
| Annual return | -47.47% | -1.29%-46.2pp | 2.43%-49.9pp | -0.04%-47.4pp |
| Employer contribution / active EE | $0 | $2,794-100.0% | $2,485-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $3,852-100.0% | $3,739-100.0% |
| Admin fee / account holder | $28 | $79-64.1% | $6,676-99.6% | $102-72.3% |