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.2+ years Filed as: WELLS FARGO ADVISORS Service code 16 1 N JEFFERSON AVE · ST LOUIS, MO 63103 | Consulting | $37,500 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,357 | $39,819+61.6% | $67,834-5.1% | $57,658+11.6% |
| Participation rate | 61.0% | 61.2%-0.3pp | 68.8%-7.8pp | 70.2%-9.2pp |
| Annual return | 7.34% | 9.19%-1.9pp | 138.47%-131.1pp | 5.13%+2.2pp |
| Employer contribution / active EE | $432 | $1,277-66.2% | $2,403-82.0% | $1,974-78.1% |
| Participant deferral / active EE | $2,582 | $2,209+16.9% | $3,160-18.3% | $3,061-15.6% |
| Admin fee / account holder | $78 | $84-6.9% | $4,622-98.3% | $95-17.6% |