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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 | $45,123-11.4% | $85,240-53.1% | $74,478-46.3% |
| Participation rate | 93.1% | 49.4%+43.8pp | 67.5%+25.6pp | 67.2%+25.9pp |
| Annual return | 26.21% | 26.32%-0.1pp | 66.75%-40.5pp | 1370.56%-1344.4pp |
| Employer contribution / active EE | $1,243 | $1,459-14.8% | $2,735-54.6% | $2,626-52.7% |
| Participant deferral / active EE | $6,213 | $2,736+127.1% | $4,527+37.2% | $4,350+42.8% |
| Admin fee / account holder | $318 | $2,215-85.7% | $6,165-94.8% | $1,946-83.7% |