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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,094 |
WELLS FARGO BANK, N.A.5 years Service code 15 · EIN 94-1347393 | Recordkeeping | $28,838 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH Service code 13 · EIN 93-0819646 | Contract Administrator | $12,700 |
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 | $8,934 | $144,879-93.8% | $111,319-92.0% | $93,010-90.4% |
| Participation rate | 95.8% | 86.1%+9.7pp | 77.3%+18.5pp | 73.9%+21.9pp |
| Annual return | 1.49% | 18.11%-16.6pp | 54.68%-53.2pp | 158.70%-157.2pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,732-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $0 | $5,576-100.0% | $4,488-100.0% | $4,561-100.0% |
| Admin fee / account holder | $25 | $104-75.8% | $7,966-99.7% | $152-83.5% |