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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $107,198 |
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 | $165,682 | $81,537+103.2% | $149,718+10.7% | $69,631+137.9% |
| Participation rate | 97.5% | 86.1%+11.4pp | 87.1%+10.5pp | 70.7%+26.8pp |
| Annual return | 16.39% | 22.79%-6.4pp | 1501.70%-1485.3pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $4,211 | $3,239+30.0% | $5,444-22.7% | $2,032+107.2% |
| Participant deferral / active EE | $7,525 | $4,994+50.7% | $6,568+14.6% | $3,224+133.4% |
| Admin fee / account holder | $346 | $107+223.9% | $11,283-96.9% | $110+213.4% |