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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $81,781 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $55,780 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2655998 | Advisory (Plan) | $40,879 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 50 · EIN 04-2530412 | Direct Payment | $15,076 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $7,500 |
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 | $178,373 | $70,667+152.4% | $123,105+44.9% | $52,331+240.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 2.01% | 6.23%-4.2pp | 13.22%-11.2pp | 4.54%-2.5pp |
| Employer contribution / active EE | $3,918 | $2,946+33.0% | $5,151-23.9% | $1,882+108.2% |
| Participant deferral / active EE | $6,864 | $4,493+52.8% | $6,229+10.2% | $3,022+127.1% |
| Admin fee / account holder | $378 | $506-25.4% | $9,014-95.8% | $592-36.2% |