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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL · CHARLOTTE, NC 28081 | Advisory (Plan) | $44,904 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $20,748 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,911 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $117,114 | $84,936+37.9% | $111,303+5.2% | $79,393+47.5% |
| Participation rate | 66.5% | 75.9%-9.4pp | 77.3%-10.9pp | 70.7%-4.3pp |
| Annual return | 12.05% | 17.45%-5.4pp | 54.66%-42.6pp | 116.87%-104.8pp |
| Employer contribution / active EE | $1,097 | $1,979-44.6% | $2,731-59.8% | $2,428-54.8% |
| Participant deferral / active EE | $4,654 | $3,888+19.7% | $4,487+3.7% | $4,046+15.0% |
| Admin fee / account holder | $677 | $537+26.0% | $7,966-91.5% | $627+8.0% |