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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 | $83,369+12.7% | $105,223-10.7% | $67,986+38.2% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 4.01% | 24.64%-20.6pp | 180.65%-176.6pp | 31.67%-27.7pp |
| Employer contribution / active EE | $6,565 | $2,541+158.4% | $3,689+78.0% | $2,019+225.2% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $1,136 | $4,073-72.1% | $8,859-87.2% | $3,203-64.5% |