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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $10,288 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,049 | $100,194+6.8% | $122,979-13.0% | $86,983+23.1% |
| Participation rate | 94.9% | 73.0%+21.9pp | 77.2%+17.7pp | 69.5%+25.4pp |
| Annual return | 10.62% | 16.47%-5.9pp | 20.12%-9.5pp | 25.83%-15.2pp |
| Employer contribution / active EE | $5,622 | $2,326+141.7% | $3,062+83.6% | $2,584+117.5% |
| Participant deferral / active EE | $2,361 | $4,133-42.9% | $5,003-52.8% | $4,194-43.7% |
| Admin fee / account holder | $420 | $10,148-95.9% | $12,864-96.7% | $7,856-94.7% |