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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,492 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $22,455 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,163 | $89,904-48.7% | $453,569-89.8% | $86,821-46.8% |
| Participation rate | 95.7% | 75.7%+20.0pp | 78.0%+17.7pp | 72.3%+23.4pp |
| Annual return | 12.73% | 19.72%-7.0pp | 64.43%-51.7pp | 97.94%-85.2pp |
| Employer contribution / active EE | $726 | $3,279-77.9% | $4,072-82.2% | $2,406-69.8% |
| Participant deferral / active EE | $3,184 | $5,114-37.7% | $6,211-48.7% | $4,132-22.9% |
| Admin fee / account holder | $135 | $156-13.1% | $11,214-98.8% | $170-20.2% |