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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $20,734 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $15,243 |
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 | $101,133 | $80,753+25.2% | $136,298-25.8% | $62,293+62.4% |
| Participation rate | 92.3% | 73.5%+18.8pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 18.59% | 35.83%-17.2pp | 5156.27%-5137.7pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,999 | $2,884-30.7% | $4,696-57.4% | $2,042-2.1% |
| Participant deferral / active EE | $5,128 | $5,164-0.7% | $6,247-17.9% | $3,169+61.8% |
| Admin fee / account holder | $313 | $525-40.5% | $9,244-96.6% | $479-34.7% |