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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $80,606 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $242,639 | $85,171+184.9% | $172,752+40.5% | $72,975+232.5% |
| Participation rate | 97.6% | 70.1%+27.6pp | 82.6%+15.0pp | 69.5%+28.2pp |
| Annual return | 23.54% | 27.32%-3.8pp | 802.97%-779.4pp | 81.01%-57.5pp |
| Employer contribution / active EE | $17,659 | $3,324+431.2% | $5,144+243.3% | $2,440+623.7% |
| Participant deferral / active EE | $7,298 | $3,260+123.9% | $5,198+40.4% | $3,608+102.3% |
| Admin fee / account holder | $705 | $5,880-88.0% | $13,955-94.9% | $5,124-86.2% |