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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $21,095 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,880 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,824 | $88,087+34.9% | $164,866-27.9% | $74,546+59.4% |
| Participation rate | 72.3% | 73.1%-0.8pp | 78.6%-6.3pp | 67.2%+5.1pp |
| Annual return | 13.61% | 17.27%-3.7pp | 69.97%-56.4pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $1,196 | $2,595-53.9% | $4,343-72.5% | $2,624-54.4% |
| Participant deferral / active EE | $2,872 | $4,499-36.2% | $6,033-52.4% | $4,347-33.9% |
| Admin fee / account holder | $335 | $2,232-85.0% | $12,689-97.4% | $1,944-82.7% |