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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,071 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $17,338 |
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 | $39,960 | $45,119-11.4% | $85,126-53.1% | $74,429-46.3% |
| Participation rate | 93.1% | 49.4%+43.8pp | 67.5%+25.6pp | 67.2%+25.9pp |
| Annual return | 26.21% | 26.28%-0.1pp | 66.63%-40.4pp | 1368.38%-1342.2pp |
| Employer contribution / active EE | $1,243 | $1,460-14.9% | $2,731-54.5% | $2,625-52.6% |
| Participant deferral / active EE | $6,213 | $2,738+126.9% | $4,523+37.3% | $4,348+42.9% |
| Admin fee / account holder | $318 | $2,214-85.7% | $6,160-94.8% | $1,944-83.7% |