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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $42,367 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $34,276 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,609 | $101,499-47.2% | $147,005-63.5% | $74,546-28.1% |
| Participation rate | 71.0% | 75.5%-4.5pp | 82.2%-11.2pp | 67.2%+3.8pp |
| Annual return | 11.82% | 8732.34%-8720.5pp | 418.76%-406.9pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $3,438 | $3,811-9.8% | $4,934-30.3% | $2,624+31.0% |
| Participant deferral / active EE | $7,752 | $7,304+6.1% | $8,070-3.9% | $4,347+78.3% |
| Admin fee / account holder | $448 | $1,748-74.4% | $13,006-96.6% | $1,944-76.9% |