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 |
|---|---|---|
Filed as: GOLABL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $10,034 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $530 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 ADVISORY BILLING H00 · ST. LOUIS, MO 63103 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,978 | $52,722-71.6% | $90,430-83.4% | $73,412-79.6% |
| Participation rate | 54.5% | 67.7%-13.2pp | 72.7%-18.1pp | 72.2%-17.6pp |
| Annual return | 13.40% | 20.70%-7.3pp | 1293.73%-1280.3pp | 59.30%-45.9pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,267 | $2,810-54.9% | $3,963-68.0% | $3,806-66.7% |
| Admin fee / account holder | $141 | $117+20.5% | $5,613-97.5% | $158-10.8% |