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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 | $80,674+16.4% | $119,126-21.2% | $64,340+46.0% |
| Participation rate | 100.0% | 55.2%+44.8pp | 75.8%+24.2pp | 55.2%+44.8pp |
| Annual return | 4.01% | 26.86%-22.9pp | 282.11%-278.1pp | 24.14%-20.1pp |
| Employer contribution / active EE | $6,565 | $2,564+156.0% | $4,034+62.7% | $1,862+252.6% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $1,136 | $4,559-75.1% | $10,693-89.4% | $3,703-69.3% |