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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $15,050 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY ADVISORS LLC Service code 26 · EIN 41-1980123 | Advisory (Participants) | $7,173 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $564 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,801 | $54,573+77.4% | $90,970+6.4% | $73,497+31.7% |
| Participation rate | 35.7% | 61.2%-25.5pp | 69.0%-33.4pp | 70.7%-35.0pp |
| Annual return | 8.69% | 16.69%-8.0pp | 134.60%-125.9pp | 28.51%-19.8pp |
| Employer contribution / active EE | $692 | $991-30.2% | $2,122-67.4% | $2,270-69.5% |
| Participant deferral / active EE | $1,557 | $2,517-38.1% | $3,373-53.8% | $3,740-58.4% |
| Admin fee / account holder | $468 | $521-10.2% | $5,961-92.1% | $513-8.7% |