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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $55,498 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,274 |
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 | $117,567 | $76,107+54.5% | $96,576+21.7% | $71,495+64.4% |
| Participation rate | 83.4% | 74.4%+9.0pp | 76.0%+7.5pp | 67.9%+15.5pp |
| Annual return | 19.40% | 22.81%-3.4pp | 25.87%-6.5pp | 28.85%-9.4pp |
| Employer contribution / active EE | $5,146 | $2,247+129.0% | $2,965+73.6% | $2,589+98.7% |
| Participant deferral / active EE | $3,710 | $4,218-12.0% | $4,851-23.5% | $4,291-13.5% |
| Admin fee / account holder | $369 | $2,708-86.4% | $8,253-95.5% | $1,588-76.8% |