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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $45,590 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,196 |
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 | $71,457 | $99,957-28.5% | $149,745-52.3% | $73,497-2.8% |
| Participation rate | 95.1% | 75.7%+19.4pp | 82.5%+12.6pp | 70.7%+24.4pp |
| Annual return | 17.23% | 53.87%-36.6pp | 276.72%-259.5pp | 28.51%-11.3pp |
| Employer contribution / active EE | $3,626 | $3,191+13.6% | $4,646-22.0% | $2,270+59.7% |
| Participant deferral / active EE | $7,880 | $6,073+29.8% | $6,843+15.2% | $3,740+110.7% |
| Admin fee / account holder | $344 | $551-37.6% | $9,312-96.3% | $513-33.0% |