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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $21,121 |
REDWOOD PENSIONS, LLC1 year Service code 49 · EIN 27-2431450 | Other Services | $7,038 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,756 | $79,089+142.5% | $100,392+91.0% | $74,459+157.5% |
| Participation rate | 95.9% | 79.4%+16.5pp | 81.5%+14.4pp | 67.2%+28.7pp |
| Annual return | 14.11% | 20.61%-6.5pp | 49.45%-35.3pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,008 | $7,747+42.1% | $8,090+36.1% | $4,350+153.1% |
| Admin fee / account holder | $600 | $1,336-55.1% | $7,904-92.4% | $1,945-69.1% |