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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 27 ONE NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $67,746 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,995 | $63,768+149.3% | $98,483+61.4% | $79,391+100.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 15.13% | 626.18%-611.1pp | 1494.38%-1479.3pp | 116.88%-101.8pp |
| Employer contribution / active EE | $5,198 | $2,558+103.2% | $2,961+75.6% | $2,428+114.1% |
| Participant deferral / active EE | $8,221 | $3,305+148.7% | $4,276+92.2% | $4,046+103.2% |
| Admin fee / account holder | $389 | $516-24.5% | $5,953-93.5% | $627-37.9% |