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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $102,761 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $80,165 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,436 | $185,342+83.7% | $111,308+205.8% | $86,821+292.1% |
| Participation rate | 71.8% | 81.0%-9.2pp | 77.3%-5.6pp | 72.3%-0.5pp |
| Annual return | 14.33% | 500.80%-486.5pp | 54.67%-40.3pp | 97.94%-83.6pp |
| Employer contribution / active EE | $737 | $2,246-67.2% | $2,732-73.0% | $2,406-69.4% |
| Participant deferral / active EE | $5,642 | $4,458+26.5% | $4,487+25.7% | $4,132+36.5% |
| Admin fee / account holder | $429 | $255+67.9% | $7,965-94.6% | $170+152.9% |