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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 27 ONE NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $64,337 |
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 | $132,995 | $58,292+128.2% | $86,640+53.5% | $71,511+86.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 24.38% | 21.63%+2.7pp | 592.52%-568.1pp | 28.86%-4.5pp |
| Employer contribution / active EE | $5,699 | $2,574+121.4% | $3,024+88.4% | $2,589+120.1% |
| Participant deferral / active EE | $8,464 | $3,438+146.2% | $4,438+90.7% | $4,291+97.3% |
| Admin fee / account holder | $317 | $1,057-70.0% | $5,616-94.4% | $1,588-80.0% |