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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 56-0898180 | Advisory (Plan) | $23,961 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $16,868 |
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 | $86,019 | $70,002+22.9% | $115,038-25.2% | $52,331+64.4% |
| Participation rate | 95.5% | 72.1%+23.4pp | 81.4%+14.2pp | 68.1%+27.4pp |
| Annual return | 0.11% | 4.04%-3.9pp | 26.14%-26.0pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,973 | $2,715-27.3% | $4,608-57.2% | $1,882+4.8% |
| Participant deferral / active EE | $4,712 | $4,920-4.2% | $6,026-21.8% | $3,022+55.9% |
| Admin fee / account holder | $349 | $566-38.3% | $8,175-95.7% | $592-41.0% |