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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $40,403 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $34,158 |
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 | $93,486 | $60,165+55.4% | $74,184+26.0% | $55,167+69.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 8.71% | 10.00%-1.3pp | 17.74%-9.0pp | 169.23%-160.5pp |
| Employer contribution / active EE | $3,679 | $1,600+130.0% | $2,370+55.2% | $1,963+87.5% |
| Participant deferral / active EE | $6,650 | $2,973+123.7% | $3,550+87.3% | $3,054+117.7% |
| Admin fee / account holder | $420 | $419+0.2% | $5,586-92.5% | $504-16.6% |