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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $95,698 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,383 |
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 | $131,024 | $93,131+40.7% | $106,555+23.0% | $86,821+50.9% |
| Participation rate | 82.9% | 81.4%+1.5pp | 76.1%+6.8pp | 72.3%+10.7pp |
| Annual return | 13.08% | 19.45%-6.4pp | 26.80%-13.7pp | 97.94%-84.9pp |
| Employer contribution / active EE | $2,229 | $2,895-23.0% | $2,819-20.9% | $2,406-7.4% |
| Participant deferral / active EE | $4,768 | $4,708+1.3% | $4,399+8.4% | $4,132+15.4% |
| Admin fee / account holder | $379 | $145+161.1% | $7,408-94.9% | $170+123.4% |