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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $38,924 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,925 |
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 | $215,091 | $101,795+111.3% | $165,100+30.3% | $80,959+165.7% |
| Participation rate | 98.8% | 71.8%+27.0pp | 78.6%+20.2pp | 67.7%+31.1pp |
| Annual return | 11.76% | 16.73%-5.0pp | 70.21%-58.5pp | 35.67%-23.9pp |
| Employer contribution / active EE | $3,147 | $2,954+6.6% | $4,348-27.6% | $2,757+14.2% |
| Participant deferral / active EE | $4,845 | $4,476+8.3% | $6,035-19.7% | $4,300+12.7% |
| Admin fee / account holder | $322 | $8,221-96.1% | $12,696-97.5% | $6,925-95.4% |