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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $60,306 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,634 |
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 | $134,342 | $85,515+57.1% | $112,040+19.9% | $67,986+97.6% |
| Participation rate | 93.2% | 68.2%+24.9pp | 76.5%+16.7pp | 57.2%+36.0pp |
| Annual return | 17.72% | 29.68%-12.0pp | 24.52%-6.8pp | 31.67%-13.9pp |
| Employer contribution / active EE | $4,085 | $2,191+86.4% | $2,954+38.3% | $2,019+102.3% |
| Participant deferral / active EE | $4,215 | $4,014+5.0% | $5,098-17.3% | $3,358+25.5% |
| Admin fee / account holder | $398 | $3,774-89.5% | $12,098-96.7% | $3,203-87.6% |