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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 | Recordkeeping and information managem... | $700 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $88,137+193.1% | $164,975+56.6% | $74,429+247.1% |
| Participation rate | 91.8% | 73.1%+18.7pp | 78.6%+13.2pp | 67.2%+24.6pp |
| Annual return | 13.15% | 17.13%-4.0pp | 70.12%-57.0pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $14,982 | $2,597+476.9% | $4,343+245.0% | $2,625+470.8% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $542 | $2,231-75.7% | $12,688-95.7% | $1,944-72.1% |