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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 401 S TRYON ST. · CHARLOTTE, NC 28081 | Advisory (Plan) | $113,871 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $1,850 |
AMERICAN FUNDS1 year Filed as: CAPITAL GRP RETIREMENT PN SERVICES Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $1,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,702 | $61,166+507.7% | $185,849+100.0% | $79,391+368.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 15.62% | 19.45%-3.8pp | 122.10%-106.5pp | 116.88%-101.3pp |
| Employer contribution / active EE | $11,913 | $2,321+413.3% | $5,169+130.5% | $2,428+390.7% |
| Participant deferral / active EE | $8,192 | $2,789+193.7% | $5,569+47.1% | $4,046+102.5% |
| Admin fee / account holder | $601 | $710-15.4% | $16,244-96.3% | $627-4.2% |