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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $530,358 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & CONSULTING Service code 27 · EIN 95-4660745 | Advisory (Plan) | $50,000 |
TETRA TECH, INC.4+ years Service code 50 · EIN 95-4148514 | Direct Payment | $42,428 |
MUSICK, PEELER & GARRETT4+ years Service code 29 · EIN 95-1777575 | Legal | $20,384 |
FINLEY & COOK2 years Filed as: FINLEY Service code 10 · EIN 34-1213174 | Accounting | $9,130 |
KORN FERRY HAY GROUP4+ years Filed as: PERRY HAY LLP Service code 10 · EIN 95-3535236 | Accounting | $7,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $128,049 | $95,048+34.7% | $141,200-9.3% | $82,204+55.8% |
| Participation rate | 66.8% | 73.7%-7.0pp | 82.5%-15.7pp | 73.4%-6.6pp |
| Annual return | 5.16% | 26.89%-21.7pp | 71.41%-66.2pp | 26.31%-21.1pp |
| Employer contribution / active EE | $2,596 | $2,921-11.1% | $4,736-45.2% | $2,707-4.1% |
| Participant deferral / active EE | $5,339 | $5,907-9.6% | $6,710-20.4% | $4,246+25.8% |
| Admin fee / account holder | $95 | $78+22.4% | $10,265-99.1% | $76+25.8% |