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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 10 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Accounting | $87,076 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Claims p... | $700 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,310 | $88,186+192.9% | $165,071+56.5% | $74,459+246.9% |
| Participation rate | 91.8% | 73.1%+18.7pp | 78.6%+13.2pp | 67.2%+24.6pp |
| Annual return | 13.15% | 17.13%-4.0pp | 70.17%-57.0pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $14,982 | $2,600+476.2% | $4,347+244.6% | $2,626+470.6% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $542 | $2,234-75.7% | $12,695-95.7% | $1,945-72.1% |