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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 | $81,334+65.2% | $113,397+18.5% | $64,097+109.6% |
| Participation rate | 93.2% | 65.6%+27.5pp | 76.5%+16.7pp | 55.2%+38.0pp |
| Annual return | 17.72% | 32.50%-14.8pp | 23.20%-5.5pp | 34.64%-16.9pp |
| Employer contribution / active EE | $4,085 | $2,077+96.7% | $2,977+37.2% | $1,891+115.9% |
| Participant deferral / active EE | $4,215 | $3,795+11.1% | $5,076-17.0% | $3,080+36.9% |
| Admin fee / account holder | $398 | $4,208-90.5% | $11,957-96.7% | $3,454-88.5% |