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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $141,829 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,065 | $71,192+143.1% | $117,854+46.8% | $62,292+177.8% |
| Participation rate | 97.0% | 74.2%+22.7pp | 79.7%+17.3pp | 69.5%+27.4pp |
| Annual return | 14.91% | 18.66%-3.7pp | 335.08%-320.2pp | 28.90%-14.0pp |
| Employer contribution / active EE | $3,264 | $1,934+68.8% | $3,786-13.8% | $2,042+59.8% |
| Participant deferral / active EE | $6,714 | $3,189+110.6% | $4,482+49.8% | $3,169+111.9% |
| Admin fee / account holder | $729 | $587+24.2% | $8,020-90.9% | $479+52.2% |