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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 27 ONE NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $77,077 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,732 | $60,261+153.5% | $81,783+86.8% | $74,546+104.9% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 18.13% | 16.88%+1.2pp | 775.05%-756.9pp | 1366.03%-1347.9pp |
| Employer contribution / active EE | $5,029 | $2,622+91.8% | $2,913+72.7% | $2,624+91.6% |
| Participant deferral / active EE | $7,766 | $3,388+129.2% | $4,320+79.7% | $4,347+78.6% |
| Admin fee / account holder | $372 | $1,482-74.9% | $7,380-95.0% | $1,944-80.9% |