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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $32,517 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,788 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,306 | $83,045-23.8% | $130,045-51.3% | $71,511-11.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 17.28% | 20.61%-3.3pp | -137.30%+154.6pp | 28.86%-11.6pp |
| Employer contribution / active EE | $2,998 | $2,623+14.3% | $4,321-30.6% | $2,589+15.8% |
| Participant deferral / active EE | $3,316 | $4,436-25.2% | $5,820-43.0% | $4,291-22.7% |
| Admin fee / account holder | $484 | $1,727-71.9% | $10,600-95.4% | $1,588-69.5% |