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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 27 · EIN 41-0449260 | Advisory (Plan) | $13,351 |
THE FINWAY GROUP1 year Service code 15 · EIN 42-1468222 | Recordkeeping | $7,821 |
Filed as: ASPIRE FINANCIAL Service code 64 · EIN 27-1033755 | Recordkeeping Fees | $5,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,935 | $66,302-30.7% | $110,238-58.3% | $56,287-18.4% |
| Participation rate | 44.8% | 74.9%-30.1pp | 79.8%-35.1pp | 69.9%-25.1pp |
| Annual return | -4.71% | -1.18%-3.5pp | 314.74%-319.5pp | -9.96%+5.2pp |
| Employer contribution / active EE | $749 | $2,047-63.4% | $3,826-80.4% | $2,111-64.5% |
| Participant deferral / active EE | $1,769 | $3,381-47.7% | $4,672-62.1% | $3,350-47.2% |
| Admin fee / account holder | $384 | $698-45.0% | $8,547-95.5% | $521-26.3% |