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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 28 · EIN 23-2384840 | Investment Management | $167,812 |
Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $25,804 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,925 | $90,170+4.2% | $150,734-37.7% | $69,733+34.7% |
| Participation rate | 100.0% | 60.2%+39.8pp | 78.4%+21.6pp | 62.5%+37.5pp |
| Annual return | 4.01% | 16.56%-12.6pp | 600.81%-596.8pp | 15.22%-11.2pp |
| Employer contribution / active EE | $6,565 | $3,428+91.5% | $4,918+33.5% | $2,250+191.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1,136 | $4,600-75.3% | $14,905-92.4% | $3,102-63.4% |