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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 28 · EIN 34-1542819 | Investment Management | $23,796 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $11,250 |
Service code 29 · EIN 94-2562134 | Legal | $10,341 |
UNITED ADMINISTRATIVE SERVICES4+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $9,527 |
JOHN K. WARE & ASSOCIATES, INC.4+ years Service code 11 · EIN 94-3129945 | Actuarial | $6,625 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $267,312-100.0% | $245,396-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 51.5%-51.5pp | 43.0%-43.0pp | 46.4%-46.4pp |
| Annual return | 0.52% | -1035.07%+1035.6pp | -752.26%+752.8pp | -82.67%+83.2pp |
| Employer contribution / active EE | $12,453 | $39,756-68.7% | $31,802-60.8% | $43,771-71.5% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,364-100.0% | $1,223-100.0% | $11,204-100.0% |