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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 | $60,504+152.4% | $81,882+86.5% | $74,478+105.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 18.13% | 16.91%+1.2pp | 779.47%-761.3pp | 1370.56%-1352.4pp |
| Employer contribution / active EE | $5,029 | $2,627+91.5% | $2,916+72.5% | $2,626+91.5% |
| Participant deferral / active EE | $7,766 | $3,400+128.4% | $4,323+79.6% | $4,350+78.5% |
| Admin fee / account holder | $372 | $1,492-75.1% | $7,360-94.9% | $1,946-80.9% |