Filed May 15, 2025
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.5+ years Service code 19 · EIN 91-0332033 | Securities Custodian | $32,973 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $25,672 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,350 | $52,293-61.1% | $178,499-88.6% | $73,412-72.3% |
| Participation rate | 95.9% | 65.3%+30.6pp | 81.9%+14.0pp | 72.2%+23.7pp |
| Annual return | 7.71% | 34.75%-27.0pp | 151.10%-143.4pp | 59.30%-51.6pp |
| Employer contribution / active EE | $1,852 | $1,735+6.7% | $5,011-63.0% | $2,234-17.1% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $157 | $127+23.1% | $13,986-98.9% | $158-0.7% |