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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $38,624 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,030 |
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 | $226,557 | $99,994+126.6% | $146,643+54.5% | $85,847+163.9% |
| Participation rate | 96.0% | 73.1%+22.9pp | 80.1%+15.9pp | 69.3%+26.7pp |
| Annual return | 12.10% | 18.93%-6.8pp | 22.75%-10.6pp | 318.61%-306.5pp |
| Employer contribution / active EE | $2,939 | $2,559+14.8% | $4,137-29.0% | $2,565+14.6% |
| Participant deferral / active EE | $4,066 | $4,006+1.5% | $5,506-26.2% | $3,952+2.9% |
| Admin fee / account holder | $336 | $7,703-95.6% | $10,280-96.7% | $6,261-94.6% |